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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):+ Wealthspring $370.2M · Long Beach, CA+ Willow Grove Advisors, LLC $369.8M · Berkeley, CA+ American Fundstars $332.7M · Irvine, CA+ Oliveira Wealth $332.4M · Modesto, CA
San Diego, CA
Menlo Park, CA
Newport Beach, CA
Assets under management$351.2M$369.7M$369M
Asset growth, last 2 years+22%+31%+19%
Advisory staff415
Individual clients17539266
Assets per client$2M$9.5M$1.4M
Clients per advisor443953
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio316

From each firm's latest Form ADV (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.

ToolDean Roland Russell, LLCMenlo Advisors LLCYosemite Capital Management
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Dean Roland Russell, LLC: none listed · Menlo Advisors LLC: Schwab · Yosemite Capital Management: Schwab