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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 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+ Geowealth Management LLC $17.57B · Chicago, IL+ Farther $16.01B · San Francisco, CA
Los Gatos, CA
Los Angeles, CA
Santa Barbara, CA
Assets under management$18.52B$22.54B$17B
Asset growth, last 2 years+11%+59%+140%
Advisory staff15128135
Individual clients139,5205,299
Assets per client$1.42B$2.4M$3.2M
Clients per advisor17439
Main custodianNorthern TrustSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio–143137

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

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.

ToolComprehensive Financial Management LLCSeiaMission Wealth Management, LP
Client Portal
Fynancial––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Comprehensive Financial Management LLC: Northern Trust · Seia: Schwab, Fidelity · Mission Wealth Management, LP: Fidelity, Schwab