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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+ Elevage Partners, LLC $154.6M · Reno, NV+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA+ Sikorski Wealth Management, LLC $139.6M · San Diego, CA
Palo Alto, CA
San Diego, CA
Palo Alto, CA
Assets under management$147M$155M$138.2M
Asset growth, last 2 years+3%+36%+33%
Advisory staff121
Individual clients3512539
Assets per client$4.2M$1.2M$3.5M
Clients per advisor356339
Main custodian–PershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–12
People on Advicer.bio121

From each firm's latest Form ADV (Apr 2026, Feb 2026, May 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.Maya Advisors, Inc.
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Holbrook Global Strategies: none listed · Merrithew & Thorsten, Inc.: Pershing · Maya Advisors, Inc.: Schwab