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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+ Kfico, LLC Registered Investment Advisor $42.8M · Tustin, CA+ Coast Wealth Management, Inc. $42.8M · San Clemente, CA
San Rafael, CA
Laguna Hills, CA
El Dorado Hills, CA
Assets under management$45.1M$47.6M$42.8M
Asset growth, last 2 years––−2%
Advisory staff116
Individual clients3312928
Assets per client$1.4M$369K$1.5M
Clients per advisor331295
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack1––
People on Advicer.bio–16

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

ToolCsuite Investment LLCAdvisors on CallMw Investment Strategy
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Csuite Investment LLC: none listed · Advisors on Call: none listed · Mw Investment Strategy: Schwab