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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 Dunvegan Associates Inc (swap one in):+ Tepper Capital Management $56.2M · San Francisco, CA+ Mrm Group $56.1M · St Louis, MO+ Fata Financial $50.5M · Tiburon, CA+ Hayes Hart CPA's Wealth Management, Inc $50.4M · Coronado, CA
Santa Barbara, CA
Turlock, CA
Los Angeles, CA
Assets under management$53.4M$56.5M$56.6M
Asset growth, last 2 years+121%––
Advisory staff122
Individual clients1313978
Assets per client$4.1M$406K$725K
Clients per advisor137039
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio232

From each firm's latest Form ADV (Apr 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

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.

ToolDunvegan Associates IncAfs InvestmentsMcintosh Capital Advisors, Inc.
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Risk Tolerance
StratiFi––Uses it