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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):+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ River Street Advisors, LLC $539.2M · Aurora, IL+ Triagen Wealth Management LLC $535.2M · Calabasas, CA
Thousand Oaks, CA
San Diego, CA
Walnut Creek, CA
Assets under management$567.8M$597.2M$597.1M
Asset growth, last 2 years+45%+101%+223%
Advisory staff545
Individual clients347793267
Assets per client$1.6M$753K$2.2M
Clients per advisor6919853
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2018
Tools in their stack–62
People on Advicer.bio565

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 PortfoliosTreehouse Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hillcrest Financial Group: Fidelity · Measured Risk Portfolios: Schwab · Treehouse Wealth Advisors: Schwab