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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 Granite Capital (swap one in):+ Yoder Wealth Management $331.2M · Walnut Creek, CA+ Insight Capital Management $330.5M · Concord, CA+ Pring Turner $296.9M · Alamo, CA+ Krane Financial Solutions $295M · Calabasas, CA
Oakland, CA
San Diego, CA
Assets under management$314.6M$331.2M$298.8M
Asset growth, last 2 years–+26%+145%
Advisory staff272
Individual clients762,69051
Assets per client$4.1M$123K$5.9M
Clients per advisor3838426
Main custodianSchwabSchwabCiti
Filing with the SEC since202420202016
Tools in their stack–1–
People on Advicer.bio2101

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

ToolGranite CapitalCopley Financial Group, Inc.Aqua Advisors LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Granite Capital: Schwab · Copley Financial Group, Inc.: Schwab · Aqua Advisors LLC: Citi, Morgan Stanley, UBS, Santander Securities LLC, Credicorp Capital LLC, J.P. Morgan, Xp Investments US, LLC