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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 Concord Investment Counsel (swap one in):+ Blakeslee & Blakeslee Financial Advisers Inc. $423M · San Luis Obispo, CA+ Mccarthy Asset Management, Inc. $422.4M · Redwood Shores, CA+ Marin Bay Wealth Advisors, LLC $375.6M · San Anselmo, CA+ Harrington Investments, Inc. $374.7M · Napa, CA
Irvine, CA
Redding, CA
Tiburon, CA
Assets under management$397.9M$420.7M$420.4M
Asset growth, last 2 years+24%+43%+65%
Advisory staff3198
Individual clients2071,370176
Assets per client$1.9M$307K$2.4M
Clients per advisor697222
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20172015
Tools in their stack–––
People on Advicer.bio–127

From each firm's latest Form ADV (Jul 2026, Sep 2026, Mar 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: Concord Investment Counsel: Schwab · Rubicon Advisors: LPL Financial · Gencap Portfolio Management: Schwab, J.P. Morgan, Fidelity