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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 Holbrook Global Strategies (swap one in):+ Lake Avenue Financial LLC $154.7M · Pasadena, CA+ Capital Achievements, LLC $154.6M+ Sikorski Wealth Management, LLC $139.6M · San Diego, CA+ Maya Advisors, Inc. $138.2M · Palo Alto, CA
Palo Alto, CA
San Diego, CA
Reno, NV
Assets under management$147M$155M$154.6M
Asset growth, last 2 years+3%+36%+8%
Advisory staff125
Individual clients35125365
Assets per client$4.2M$1.2M$423K
Clients per advisor356373
Main custodian–PershingAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–12
People on Advicer.bio125

From each firm's latest Form ADV (Apr 2026, Feb 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.

ToolHolbrook Global StrategiesMerrithew & Thorsten, Inc.Elevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Holbrook Global Strategies: none listed · Merrithew & Thorsten, Inc.: Pershing · Elevage Partners, LLC: Axos Clearing