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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 Guardian Investment Management (swap one in):+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Centerline Wealth Advisors, LLC $326M · Louisville, KY+ Sherwood Financial Partners, LLC $293.8M · Westlake Village, CA+ Private Portfolios, Inc. $293.5M · San Mateo, CA
Tiburon, CA
Del Mar, CA
Raleigh, NC
Assets under management$310.3M$328.4M$326M
Asset growth, last 2 years+15%+8%+77%
Advisory staff034
Individual clients53293278
Assets per client$5.9M$1.1M$1.2M
Clients per advisor–9870
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––5
People on Advicer.bio154

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

ToolGuardian Investment ManagementTorrey Growth & Income Advisors, LLCLifeplan Group
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Guardian Investment Management: Schwab · Torrey Growth & Income Advisors, LLC: Schwab · Lifeplan Group: Schwab