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 Concord Investment Counsel (swap one in):+ Mccarthy Asset Management, Inc. $422.4M · Redwood Shores, CA+ Gencap Portfolio Management $420.4M · Tiburon, CA+ Freedom Financial Partners LLC $377.9M · Oakdale, MN+ Marin Bay Wealth Advisors, LLC $375.6M · San Anselmo, CA
Irvine, CA
Redding, CA
Napa, CA
Assets under management$397.9M$420.7M$374.7M
Asset growth, last 2 years+24%+43%+18%
Advisory staff3193
Individual clients2071,370100
Assets per client$1.9M$307K$3.7M
Clients per advisor697233
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–––
People on Advicer.bio–123

From each firm's latest Form ADV (Jul 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: Concord Investment Counsel: Schwab · Rubicon Advisors: LPL Financial · Harrington Investments, Inc.: Schwab