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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 Family Financial (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ Bright Futures Wealth Management, LLC $294.5M · Webster, NY+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Bernzott Capital Advisors $265.4M · Camarillo, CA
Manhattan Beach, CA
Alamo, CA
Seattle, WA
Assets under management$280.3M$296.9M$294.8M
Asset growth, last 2 years+52%+44%+14%
Advisory staff234
Individual clients88190358
Assets per client$3.2M$1.6M$823K
Clients per advisor446390
Main custodianSchwabSchwabFidelity
Filing with the SEC since20212012 or earlier2014
Tools in their stack11–
People on Advicer.bio124

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

ToolFamily FinancialPring TurnerMadison Park Capital Advisors, LLC
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Family Financial: Schwab, Fidelity · Pring Turner: Schwab · Madison Park Capital Advisors, LLC: Fidelity, Schwab