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 Harrington Investments, Inc. (swap one in):+ Miramontes Capital, LLC $396.9M · Newport Beach, CA+ Knuff & Company LLC $393.9M · Foster City, CA+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Grattan Financial Strategies, Inc. $352.8M · San Gabriel, CA
Napa, CA
San Ramon, CA
Redwood City, CA
Assets under management$374.7M$396.9M$355.5M
Asset growth, last 2 years+18%+54%+62%
Advisory staff355
Individual clients100352171
Assets per client$3.7M$1.1M$2.1M
Clients per advisor337034
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20212019
Tools in their stack–35
People on Advicer.bio354

From each firm's latest Form ADV (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.

ToolHarrington Investments, Inc.New Insight Wealth AdvisorsGriffin Black, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Harrington Investments, Inc.: Schwab · New Insight Wealth Advisors: Schwab · Griffin Black, LLC: Pershing