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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 Evolve Private Wealth, LLC (swap one in):+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Grant Tani Barash & Altman, LLC $2.28B · Beverly Hills, CA+ Fairview Capital $2.03B · Greenbrae, CA+ Madison Avenue Securities, LLC $2.02B · San Diego, CA
Los Angeles, CA
Newport Beach, CA
San Ramon, CA
Assets under management$2.15B$2.28B$2.26B
Asset growth, last 2 years–+55%+30%
Advisory staff101014
Individual clients6797,6911,517
Assets per client$3.2M$296K$1.5M
Clients per advisor68769108
Main custodian–Capital Client Group, Inc.Schwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio191215

From each firm's latest Form ADV (Jun 2026, Aug 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.

ToolEvolve Private Wealth, LLCJdl AdvisersCalifornia Financial Advisors
CRM
Envestnet Tamarac––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Evolve Private Wealth, LLC: none listed · Jdl Advisers: Capital Client Group, Inc., Schwab · California Financial Advisors: Schwab