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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 Hawley Advisors (swap one in):+ Alliant Capital Management LLC $78M+ Copper Beech Advisors, LLC $77.9M · Malvern, PA+ Wealth Alliance, LLC $70M · San Diego, CA+ Windfall Advisors, LLC $70M · Newport Beach, CA
Walnut Creek, CA
Danville, CA
Santa Barbara, CA
Assets under management$74.2M$78.2M$70.2M
Asset growth, last 2 years––−5%
Advisory staff313
Individual clients574944
Assets per client$1.3M$1.6M$1.6M
Clients per advisor194915
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack2–1
People on Advicer.bio312

From each firm's latest Form ADV (Apr 2026, Jan 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

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.

ToolHawley AdvisorsJersin Financial ServicesWang Financial, LLC
Email & Office Suites
Microsoft 365Uses it––
Planning Light
AdvyzonUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Hawley Advisors: none listed · Jersin Financial Services: none listed · Wang Financial, LLC: Schwab