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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 Ifc Advisors LLC (swap one in):+ Validus Capital LLC $2.54B · El Segundo, CA+ The Investment House LLC $2.48B · Redondo Beach, CA+ Oakmont Corporation $2.22B · Los Angeles, CA+ Joel R. Mogy Investment Counsel Inc. $2.18B · Beverly Hills, CA
Los Angeles, CA
Los Angeles, CA
Saratoga, CA
Assets under management$2.34B$2.5B$2.51B
Asset growth, last 2 years–+68%−8%
Advisory staff93912
Individual clients3443,0692,554
Assets per client$6.8M$814K$983K
Clients per advisor3879213
Main custodianWells FargoLPL FinancialSchwab
Filing with the SEC since202420172012 or earlier
Tools in their stack––1
People on Advicer.bio94915

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

ToolIfc Advisors LLCPerennial Financial ServicesSaratoga Research & Investment Management
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Ifc Advisors LLC: Wells Fargo · Perennial Financial Services: LPL Financial, Fidelity · Saratoga Research & Investment Management: Schwab, Fidelity