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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Chokshi & Queen Wealth Advisors (swap one in):+ Spectrum Financial Management $278.1M · San Rafael, CA+ Auspicious Financial Planning, LLC $278M · San Ramon, CA+ Altura Wealth Advisors Inc. $250.1M · Santa Clara, CA+ Summit Wealth Management Group, Inc. $249.5M · Camarillo, CA
San Diego, CA
Santa Barbara, CA
Newport Beach, CA
Assets under management$263.3M$278M$249.7M
Asset growth, last 2 years+77%––
Advisory staff242
Individual clients67818384
Assets per client$388K$1.5M$3M
Clients per advisor3394642
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since202120242024
Tools in their stack24–
People on Advicer.bio443

From each firm's latest Form ADV (Sep 2026, Aug 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolChokshi & Queen Wealth AdvisorsForonjy FinancialTidecrest Wealth Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–Uses it–
Digital Marketing
FMG (FMG Suite)–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Chokshi & Queen Wealth Advisors: Schwab · Foronjy Financial: LPL Financial, Fidelity · Tidecrest Wealth Management, LLC: Fidelity