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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 Citrine Capital (swap one in):+ Sharper & Granite LLC $366.4M · El Segundo, CA+ Inflection Capital Management, LLC $365.6M · San Francisco, CA+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Torrey Growth & Income Advisors, LLC $328.4M · Del Mar, CA
San Francisco, CA
Pasadena, CA
Petaluma, CA
Assets under management$346.7M$365.1M$364.6M
Asset growth, last 2 years+78%+58%+62%
Advisory staff623
Individual clients141362162
Assets per client$2.5M$1M$2.3M
Clients per advisor2418154
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120152012 or earlier
Tools in their stack3–2
People on Advicer.bio523

From each firm's latest Form ADV (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.

ToolCitrine CapitalKondo Wealth Advisors, IncFpc Investment Advisory, Inc.
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Citrine Capital: Schwab · Kondo Wealth Advisors, Inc: Schwab · Fpc Investment Advisory, Inc.: Schwab