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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 Crossroads Planning (swap one in):+ Thomas Seaman Company $66.7M · Laguna Beach, CA+ Vision Wealth Planning, LLC $66.2M · Glen Allen, VA+ Fleming & Associates, LLC $59.8M · San Diego, CA+ Mogul Wealth Management, Inc. $59.4M · Manhattan Beach, CA
Orange, CA
Roseville, CA
San Diego, CA
Assets under management$63.1M$66.6M$66.4M
Asset growth, last 2 years––+86%
Advisory staff221
Individual clients12410835
Assets per client$509K$616K$1.9M
Clients per advisor625435
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio221

From each firm's latest Form ADV (Apr 2026, 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.