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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 Elmwood Wealth Management (swap one in):+ Lavelle Capital $508.2M · San Francisco, CA+ Financial Designs Corporation $507.9M · Claremont, CA+ Rba Wealth Management, LLC $452.1M · Newport Beach, CA+ Private Wealth Advisors $451.2M · Fresno, CA
Berkeley, CA
Los Angeles, CA
Walnut Creek, CA
Assets under management$477.9M$503.6M$502.5M
Asset growth, last 2 years+72%+71%+57%
Advisory staff432
Individual clients204151225
Assets per client$2.3M$3.3M$2.2M
Clients per advisor5150113
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio432

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

ToolElmwood Wealth ManagementWeinberger Asset Management, IncBoltwood Capital Management
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Elmwood Wealth Management: Schwab · Weinberger Asset Management, Inc: Schwab · Boltwood Capital Management: Schwab