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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 Foronjy Financial (swap one in):+ Sherwood Financial Partners, LLC $293.8M · Westlake Village, CA+ Tate Private Wealth Advisers $293.4M · Sacramento, CA+ Harmony Point Wealth Advisors, Inc. $263.2M · Irvine, CA+ Newport Wealth Advisors, Inc. $262.6M · Newport Beach, CA
Santa Barbara, CA
San Mateo, CA
San Diego, CA
Assets under management$278M$293.5M$263.3M
Asset growth, last 2 years–+24%+77%
Advisory staff422
Individual clients183259678
Assets per client$1.5M$1.1M$388K
Clients per advisor46130339
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since202420172021
Tools in their stack4–2
People on Advicer.bio424

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

ToolForonjy FinancialPrivate Portfolios, Inc.Chokshi & Queen Wealth Advisors
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Digital Marketing
FMG (FMG Suite)Uses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Foronjy Financial: LPL Financial, Fidelity · Private Portfolios, Inc.: Fidelity · Chokshi & Queen Wealth Advisors: Schwab