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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 Harrington Investments, Inc. (swap one in):+ Knuff & Company LLC $393.9M · Foster City, CA+ Bellevue Asset Management, LLC $393.7M · Bellevue, WA+ Griffin Black, LLC $355.5M · Redwood City, CA+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA
Napa, CA
San Ramon, CA
Newport Beach, CA
Assets under management$374.7M$396.9M$396.9M
Asset growth, last 2 years+18%+54%+53%
Advisory staff358
Individual clients100352744
Assets per client$3.7M$1.1M$534K
Clients per advisor337093
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212015
Tools in their stack–3–
People on Advicer.bio3511

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 AdvisorsMiramontes Capital, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Harrington Investments, Inc.: Schwab · New Insight Wealth Advisors: Schwab · Miramontes Capital, LLC: Schwab