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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 Evermont Wealth (swap one in):+ Grattan Financial Strategies, Inc. $352.8M · San Gabriel, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA+ Dkm Wealth Management, Inc. $316.8M · Stockton, CA+ Wealth Analytics Partners, LLC $316M · San Diego, CA
Claremont, CA
San Diego, CA
Aliso Viejo, CA
Assets under management$333.9M$351.2M$315.4M
Asset growth, last 2 years+82%+22%+82%
Advisory staff3431
Individual clients496175482
Assets per client$673K$2M$654K
Clients per advisor1654416
Main custodianSchwab–Fidelity
Filing with the SEC since20202012 or earlier2023
Tools in their stack–21
People on Advicer.bio3332

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.

ToolEvermont WealthDean Roland Russell, LLCAccelerate Retirement
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Evermont Wealth: Schwab · Dean Roland Russell, LLC: none listed · Accelerate Retirement: Fidelity, Schwab