Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Comprehensive Financial Management LLC (swap one in):+ Baker Street Advisors, LLC $20.77B · San Francisco, CA+ Park Avenue Securities LLC $19.58B · New York, NY+ Mission Wealth Management, LP $17B · Santa Barbara, CA+ Farther $16.01B · San Francisco, CA
Los Gatos, CA
Los Angeles, CA
Chicago, IL
Assets under management$18.52B$22.54B$17.57B
Asset growth, last 2 years+11%+59%+133%
Advisory staff1512820
Individual clients139,52050,425
Assets per client$1.42B$2.4M$349K
Clients per advisor1742,521
Main custodianNorthern TrustSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio–14319

From each firm's latest Form ADV (Mar 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Comprehensive Financial Management LLC: Northern Trust · Seia: Schwab, Fidelity · Geowealth Management LLC: Schwab, Fidelity, Folio