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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 Fermata Advisors (swap one in):+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Talon LLC $1.06B · San Juan, PR+ Brickley Wealth Management $950.1M · San Mateo, CA+ Hcm Wealth $941.7M · San Rafael, CA
Sonoma, CA
Newport Beach, CA
Newport Beach, CA
Assets under management$1.01B$1.07B$953.7M
Asset growth, last 2 years+4%+59%+9%
Advisory staff1286
Individual clients2,815902208
Assets per client$359K$1.2M$4.6M
Clients per advisor23511335
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920162012 or earlier
Tools in their stack–––
People on Advicer.bio1386

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Fermata Advisors: Schwab · Spinnaker Investment Group, LLC: Schwab · Tarbox Family Office, Inc.: Schwab