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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 Coastedge Partners, LLC (swap one in):+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Grant Tani Barash & Altman, LLC $2.28B · Beverly Hills, CA+ Fairview Capital $2.03B · Greenbrae, CA+ Madison Avenue Securities, LLC $2.02B · San Diego, CA
San Diego, CA
Newport Beach, CA
San Ramon, CA
Assets under management$2.14B$2.28B$2.26B
Asset growth, last 2 years+30%+55%+30%
Advisory staff51014
Individual clients1317,6911,517
Assets per client$16.4M$296K$1.5M
Clients per advisor26769108
Main custodianSchwabCapital Client Group, Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio101215

From each firm's latest Form ADV (Sep 2026, Aug 2026, Oct 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.

ToolCoastedge Partners, LLCJdl AdvisersCalifornia Financial Advisors
Website Builders
WebflowUses it––
Wix––Uses it
CRM
Envestnet Tamarac––Uses it
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Coastedge Partners, LLC: Schwab, City National Bank, Morgan Stanley, Vanguard, Mainstar Trust · Jdl Advisers: Capital Client Group, Inc., Schwab · California Financial Advisors: Schwab