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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 Csuite Investment LLC (swap one in):+ Wealth Planning Group, Inc. $47.7M · Valencia, CA+ Westlake Capital Inc $47.4M · Westlake Village, CA+ Mw Investment Strategy $42.8M · El Dorado Hills, CA+ Kfico, LLC Registered Investment Advisor $42.8M · Tustin, CA
San Rafael, CA
Laguna Hills, CA
San Clemente, CA
Assets under management$45.1M$47.6M$42.8M
Asset growth, last 2 years––+23%
Advisory staff111
Individual clients3312925
Assets per client$1.4M$369K$1.7M
Clients per advisor3312925
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack1––
People on Advicer.bio–11

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

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.

ToolCsuite Investment LLCAdvisors on CallCoast Wealth Management, Inc.
Financial Planning
RightCapital (Right Capital)Uses it––