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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 Gates Pass Advisors, LLC (swap one in):+ Manuka Financial $218.1M+ Rockbridge Asset Management, LLC $218M · Alexandria, VA+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Reyes Financial Architecture Inc. $196.2M · San Diego, CA
Los Altos, CA
San Francisco, CA
Los Angeles, CA
Assets under management$207.6M$219.8M$218M
Asset growth, last 2 years+37%+11%+21%
Advisory staff222
Individual clients69133120
Assets per client$3M$1.7M$1.8M
Clients per advisor356760
Main custodianSEISchwabFidelity
Filing with the SEC since202220182016
Tools in their stack–61
People on Advicer.bio322

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

ToolGates Pass Advisors, LLCRhs Financial, LLCAllstreet Capital LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Gates Pass Advisors, LLC: SEI, Schwab · Rhs Financial, LLC: Schwab, Interactive Brokers · Allstreet Capital LLC: Fidelity