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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 Hermosa Wealth Management (swap one in):+ Creative Financial Planning Advisors, Inc. $30.4M · South Bend, IN+ Cary Financial Planning, LLC $30.4M · Cary, NC+ Osborne Capital Management $27.4M · San Diego, CA+ Surya Capital, LLC $27.4M · Irvine, CA
Hermosa Beach, CA
Newport Beach, CA
Fort Collins, CO
Assets under management$28.9M$30.5M$30.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients582752
Assets per client$499K$1.1M$585K
Clients per advisor582752
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolHermosa Wealth ManagementExecutive Services, LLCGuidepost Financial Planning, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it