Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Frec (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Triagen Wealth Management LLC $535.2M · Calabasas, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA
San Francisco, CA
San Diego, CA
Sausalito, CA
Assets under management$567.2M$597.2M$605.7M
Asset growth, last 2 years+6,648%+101%+24%
Advisory staff145
Individual clients1,789793528
Assets per client$317K$753K$1.1M
Clients per advisor1,789198106
Main custodian–SchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–61
People on Advicer.bio768

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

ToolFrecMeasured Risk PortfoliosCaldwell Sutter Capital, Inc.
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Frec: none listed · Measured Risk Portfolios: Schwab · Caldwell Sutter Capital, Inc.: Schwab, Wedbush Securities Inc.