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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 Financial Management Network Inc (swap one in):+ Grant Tani Barash & Altman, LLC $2.28B · Beverly Hills, CA+ California Financial Advisors $2.26B · San Ramon, CA+ Provise Management Group, LLC $2.03B · Clearwater, FL+ Madison Avenue Securities, LLC $2.02B · San Diego, CA
Mission Viejo, CA
Newport Beach, CA
Greenbrae, CA
Assets under management$2.14B$2.28B$2.03B
Asset growth, last 2 years+62%+55%+15%
Advisory staff21108
Individual clients1,3797,691241
Assets per client$1.6M$296K$8.4M
Clients per advisor6676930
Main custodianFidelityCapital Client Group, Inc.Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio2112–

From each firm's latest Form ADV (Dec 2025, Aug 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

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.

ToolFinancial Management Network IncJdl AdvisersFairview Capital
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Financial Management Network Inc: Fidelity · Jdl Advisers: Capital Client Group, Inc., Schwab · Fairview Capital: Schwab, Northern Trust