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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 Dai Advisors (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA
Menlo Park, CA
San Francisco, CA
Los Angeles, CA
Assets under management$329.6M$346.7M$312.7M
Asset growth, last 2 years+22%+78%+131%
Advisory staff165
Individual clients285141135
Assets per client$1.2M$2.5M$2.3M
Clients per advisor2852427
Main custodianSchwabSchwabFidelity
Filing with the SEC since202020212021
Tools in their stack–31
People on Advicer.bio153

From each firm's latest Form ADV (Oct 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

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.

ToolDai AdvisorsCitrine CapitalQca Capital Management Inc
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Dai Advisors: Schwab · Citrine Capital: Schwab · Qca Capital Management Inc: Fidelity