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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 Fairview Capital (swap one in):+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Financial Management Network Inc $2.14B · Mission Viejo, CA+ Private Wealth Partners, LLC $1.92B · Mill Valley, CA+ Resolute Partners Group $1.91B · San Francisco, CA
Greenbrae, CA
El Dorado Hills, CA
San Diego, CA
Assets under management$2.03B$2.14B$2.14B
Asset growth, last 2 years+15%+7%+30%
Advisory staff8165
Individual clients2411,389131
Assets per client$8.4M$1.5M$16.4M
Clients per advisor308726
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio–1910

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

ToolFairview CapitalVan Hulzen Financial AdvisorsCoastedge Partners, LLC
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Fairview Capital: Schwab, Northern Trust · Van Hulzen Financial Advisors: Schwab, Northern Trust · Coastedge Partners, LLC: Schwab, City National Bank, Morgan Stanley, Vanguard, Mainstar Trust