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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 Fade in Financial (swap one in):+ Presidio Financial Advisors LLC $4.7M · Santa Barbara, CA+ Montgomery Capital Management, LLC $4.7M · Newport News, VA+ Sunpath Financial $4.3M · Newport Beach, CA+ Lodestone Capital Solutions LLC $4.2M · Stanton, CA
Burbank, CA
San Diego, CA
Assets under management$4.5M$4.8M$4.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients20–113
Assets per client$225K–$38K
Clients per advisor20–113
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack4––
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Jul 2026, Apr 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

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.

ToolFade in FinancialYield Growth AdvisorsBaker Wealth Advisors, LLC.
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––