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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):+ Alphacore Capital LLC $12.96B · La Jolla, CA+ Gilder Gagnon Howe & Co. LLC $12.12B · New York, NY+ Parallel Advisors, LLC $10.31B · San Francisco, CA+ Centaurus Financial, Inc. $9.74B · Anaheim, CA
Los Angeles, CA
Walnut Creek, CA
Carpinteria, CA
Assets under management$11.53B$13.91B$10.12B
Asset growth, last 2 years+15%+311%+22%
Advisory staff1316425
Individual clients7185,14269,441
Assets per client$16.1M$2.7M$146K
Clients per advisor55321163
Main custodianBank of America, National AssociationSchwab–
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack11–
People on Advicer.bio1011447

From each firm's latest Form ADV (Mar 2026, Sep 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 & CoConcentricPlanmember Securities Corporation
Client File Sharing
ShareFile–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Everett Harris & Co: Bank of America, National Association, Schwab · Concentric: Schwab, Fidelity · Planmember Securities Corporation: none listed