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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 Dedicated Capital Advisors, LLC (swap one in):+ Crawford Financial Planning & Consulting $171.6M · Modesto, CA+ Entruity Wealth, LLC $171.3M · Bakersfield, CA+ Newbury Capital Management, LLC $154.1M · South Pasadena, CA+ Millennium Investment Services $153.9M · Van Nuys, CA
San Francisco, CA
Tustin, CA
Novato, CA
Assets under management$162.5M$170.8M$170.8M
Asset growth, last 2 years+53%+21%+28%
Advisory staff216
Individual clients577283
Assets per client$2.9M$2.4M$2.1M
Clients per advisor297214
Main custodianSchwabSchwabPacific Premier Trust Company
Filing with the SEC since201320162021
Tools in their stack–––
People on Advicer.bio216

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Dedicated Capital Advisors, LLC: Schwab, Fidelity · Rmr Capital Management LLC: Schwab · Mcm Wealth: Pacific Premier Trust Company, Interactive Brokers, Axos Clearing