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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 Concentrum Wealth Management (swap one in):+ Manchester Financial Inc $1.05B · Westlake Village, CA+ Three Bridge Wealth Advisors $1.05B · Los Altos, CA+ Crane & Associates Wealth Management $934.6M · Fullerton, CA+ Strategy Asset Managers L.l.c. $930.1M · Pasadena, CA
San Jose, CA
Pleasanton, CA
Mill Valley, CA
Assets under management$986.8M$1.04B$1.04B
Asset growth, last 2 years+139%+48%+30%
Advisory staff521
Individual clients381953105
Assets per client$2.6M$1.1M$9.9M
Clients per advisor76477105
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since201320142012 or earlier
Tools in their stack3–1
People on Advicer.bio52–

From each firm's latest Form ADV (Mar 2026, Jan 2026, May 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.

ToolConcentrum Wealth ManagementRpg Investment Advisory, LLCViolich Capital Management
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black DiamondUses it–Uses it

Custodians on Form ADV: Concentrum Wealth Management: Schwab · Rpg Investment Advisory, LLC: Interactive Brokers, Schwab · Violich Capital Management: Schwab, U.S. Bank, US Trust/Bank of America