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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 Harvestwise Wealth Planning (swap one in):+ Intelligent Investing $44.4M · Clayton, CA+ Salzman Financial Management LLC $44.4M · Bethel, CT+ Azimuth Wealth Advisors $40.2M · San Diego, CA+ Dawson Investment Management $40.1M · Walnut Creek, CA
Escondido, CA
San Diego, CA
Seal Beach, CA
Assets under management$42.3M$44.6M$40M
Asset growth, last 2 years––+79%
Advisory staff121
Individual clients10215972
Assets per client$414K$281K$556K
Clients per advisor1028072
Main custodian––Schwab
Filing with the SEC since202420262022
Tools in their stack22–
People on Advicer.bio121

From each firm's latest Form ADV (Apr 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.

ToolHarvestwise Wealth PlanningQualified PlanningFineberg Financial Management LLC
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Harvestwise Wealth Planning: none listed · Qualified Planning: none listed · Fineberg Financial Management LLC: Schwab