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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):+ Sitrin Capital Management, LLC $351.1M · Century City, CA+ Three Bearings Fiduciary Advisors, Inc. $350.7M · Hampton, NH+ Dkm Wealth Management, Inc. $316.8M · Stockton, CA+ Wealth Analytics Partners, LLC $316M · San Diego, CA
Claremont, CA
San Diego, CA
San Gabriel, CA
Assets under management$333.9M$351.2M$352.8M
Asset growth, last 2 years+82%+22%+37%
Advisory staff343
Individual clients496175313
Assets per client$673K$2M$1.1M
Clients per advisor16544104
Main custodianSchwab––
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio332

From each firm's latest Form ADV (Mar 2026, Jan 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, LLCGrattan Financial Strategies, Inc.
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Evermont Wealth: Schwab · Dean Roland Russell, LLC: none listed · Grattan Financial Strategies, Inc.: none listed