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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 Everett Harris & Co (swap one in):+ Advisors Capital Management, LLC $12.2B · Ridgewood, NJ+ Gilder Gagnon Howe & Co. LLC $12.12B · New York, NY+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Planmember Securities Corporation $10.12B · Carpinteria, CA
Los Angeles, CA
Walnut Creek, CA
La Jolla, CA
Assets under management$11.53B$13.91B$12.96B
Asset growth, last 2 years+15%+311%+431%
Advisory staff131670
Individual clients7185,1423,985
Assets per client$16.1M$2.7M$3.3M
Clients per advisor5532157
Main custodianBank of America, National AssociationSchwabSchwab
Filing with the SEC since2012 or earlier20222016
Tools in their stack114
People on Advicer.bio101169

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

ToolEverett Harris & CoConcentricAlphacore Capital LLC
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Everett Harris & Co: Bank of America, National Association, Schwab · Concentric: Schwab, Fidelity · Alphacore Capital LLC: Schwab