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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 Hinde Group LLC (swap one in):+ Steven Robert Jakowchik $29.3M · Los Angeles, CA+ Sierra Madre Partners LLC $29.3M · Cerritos, CA+ Monetary Management Corporation $26.2M · San Francisco, CA+ Eden Financial $26.1M · Aliso Viejo, CA
San Francisco, CA
San Francisco, CA
Costa Mesa, CA
Assets under management$27.7M$29.2M$29.1M
Asset growth, last 2 years–+1,375%–
Advisory staff122
Individual clients20138119
Assets per client$1.4M$212K$245K
Clients per advisor206960
Main custodian–Apex Clearing–
Filing with the SEC since202620222026
Tools in their stack–––
People on Advicer.bio1–2

From each firm's latest Form ADV (Jul 2026, Mar 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hinde Group LLC: none listed · Bunker: Apex Clearing · Inception Financial Services: none listed