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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 Flatrock Wealth Partners LLC (swap one in):+ Greykasell Wealth Strategies, Inc. $443.2M · Danville, CA+ Ag Asset Advisory, LLC $440.5M · Los Angeles, CA+ "Tate Asset Management" and "Dco Wealth Management" $393.4M · Rancho Santa Fe, CA+ Core Wealth Partners LLC $393.2M · Santa Rosa, CA
Newport Beach, CA
Claremont, CA
Foster City, CA
Assets under management$417.6M$442.7M$393.9M
Asset growth, last 2 years+262%+40%+28%
Advisory staff233
Individual clients7366928
Assets per client$5.7M$662K$14.1M
Clients per advisor372239
Main custodianFidelitySchwabSchwab
Filing with the SEC since20242012 or earlier2018
Tools in their stack2––
People on Advicer.bio371

From each firm's latest Form ADV (Oct 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.

ToolFlatrock Wealth Partners LLCLifesteps FinancialKnuff & Company LLC
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Flatrock Wealth Partners LLC: Fidelity, Schwab · Lifesteps Financial: Schwab · Knuff & Company LLC: Schwab