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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+ Black Knight Wealth Management, LLC $539.2M
Thousand Oaks, CA
San Diego, CA
Calabasas, CA
Assets under management$567.8M$597.2M$535.2M
Asset growth, last 2 years+45%+101%+43%
Advisory staff543
Individual clients347793347
Assets per client$1.6M$753K$1.5M
Clients per advisor69198116
Main custodianFidelitySchwabSchwab
Filing with the SEC since20212012 or earlier2020
Tools in their stack–64
People on Advicer.bio563

From each firm's latest Form ADV (Apr 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.

ToolHillcrest Financial GroupMeasured Risk PortfoliosTriagen Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers–Uses it–
Digital Marketing
Mailchimp––Uses it
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hillcrest Financial Group: Fidelity · Measured Risk Portfolios: Schwab · Triagen Wealth Management LLC: Schwab