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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+ O'shaughnessy Asset Management, LLC $19.78B · Stamford, CT+ Mission Wealth Management, LP $17B · Santa Barbara, CA+ Farther $16.01B · San Francisco, CA
Los Gatos, CA
Los Angeles, CA
New York, NY
Assets under management$18.52B$22.54B$19.58B
Asset growth, last 2 years+11%+59%+65%
Advisory staff151282,054
Individual clients139,52080,267
Assets per client$1.42B$2.4M$244K
Clients per advisor17439
Main custodianNorthern TrustSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio–1431425

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 LLCSeiaPark Avenue Securities LLC
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it

Custodians on Form ADV: Comprehensive Financial Management LLC: Northern Trust · Seia: Schwab, Fidelity · Park Avenue Securities LLC: none listed