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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+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Private Wealth Partners, LLC $1.92B · Mill Valley, CA+ Resolute Partners Group $1.91B · San Francisco, CA
Greenbrae, CA
El Dorado Hills, CA
Mission Viejo, CA
Assets under management$2.03B$2.14B$2.14B
Asset growth, last 2 years+15%+7%+62%
Advisory staff81621
Individual clients2411,3891,379
Assets per client$8.4M$1.5M$1.6M
Clients per advisor308766
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio–1921

From each firm's latest Form ADV (Mar 2026, Aug 2026, Dec 2025). 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 AdvisorsFinancial Management Network Inc
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Fairview Capital: Schwab, Northern Trust · Van Hulzen Financial Advisors: Schwab, Northern Trust · Financial Management Network Inc: Fidelity