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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 Dean Roland Russell, LLC (swap one in):+ Willow Grove Advisors, LLC $369.8M · Berkeley, CA+ Yosemite Capital Management $369M · Newport Beach, CA+ American Fundstars $332.7M · Irvine, CA+ Oliveira Wealth $332.4M · Modesto, CA
San Diego, CA
Menlo Park, CA
Fairfield, CA
Assets under management$351.2M$369.7M$331.9M
Asset growth, last 2 years+22%+31%–
Advisory staff413
Individual clients17539456
Assets per client$2M$9.5M$728K
Clients per advisor4439152
Main custodian–SchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack2–2
People on Advicer.bio313

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

ToolDean Roland Russell, LLCMenlo Advisors LLCSolano Wealth Advisors
CRM
Envestnet TamaracUses it––
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Dean Roland Russell, LLC: none listed · Menlo Advisors LLC: Schwab · Solano Wealth Advisors: LPL Financial