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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 Hillcrest Financial Group (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ River Street Advisors, LLC $539.2M · Aurora, IL+ Triagen Wealth Management LLC $535.2M · Calabasas, CA
Thousand Oaks, CA
San Diego, CA
Sausalito, CA
Assets under management$567.8M$597.2M$605.7M
Asset growth, last 2 years+45%+101%+24%
Advisory staff545
Individual clients347793528
Assets per client$1.6M$753K$1.1M
Clients per advisor69198106
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–61
People on Advicer.bio568

From each firm's latest Form ADV (Apr 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.

ToolHillcrest Financial GroupMeasured Risk PortfoliosCaldwell Sutter Capital, Inc.
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hillcrest Financial Group: Fidelity · Measured Risk Portfolios: Schwab · Caldwell Sutter Capital, Inc.: Schwab, Wedbush Securities Inc.