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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):+ Inflection Capital Management, LLC $365.6M · San Francisco, CA+ Fpc Investment Advisory, Inc. $364.6M · Petaluma, 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
El Segundo, CA
Assets under management$346.7M$365.1M$366.4M
Asset growth, last 2 years+78%+58%+63%
Advisory staff624
Individual clients141362124
Assets per client$2.5M$1M$3M
Clients per advisor2418131
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120152015
Tools in their stack3–1
People on Advicer.bio524

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, IncSharper & Granite LLC
CRM
SS&C Black Diamond––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 · Sharper & Granite LLC: Schwab