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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 Havaplan Financial (swap one in):+ Rothman Investment Management, LLC $104.6M · Atascadero, CA+ Strategic Portfolio Advisors, Inc. $103.8M · Long Beach, CA+ Laguna Financial Advisory $93.5M · Laguna Hills, CA+ Orderly Finance $93.2M · Walnut Creek, CA
Newport Beach, CA
Turlock, CA
Santa Monica, CA
Assets under management$98.6M$103.9M$104.3M
Asset growth, last 2 years––+112%
Advisory staff212
Individual clients7311082
Assets per client$1.4M$944K$1.3M
Clients per advisor3711041
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack1––
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, May 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

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.

ToolHavaplan FinancialHillberg Capital Management, LLCWellacre Global Wealth Advisors
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Havaplan Financial: none listed · Hillberg Capital Management, LLC: none listed · Wellacre Global Wealth Advisors: Schwab