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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):+ Saratoga Research & Investment Management $2.51B · Saratoga, 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
El Segundo, CA
Assets under management$2.34B$2.5B$2.54B
Asset growth, last 2 years–+68%+55%
Advisory staff9398
Individual clients3443,069176
Assets per client$6.8M$814K$14.4M
Clients per advisor387922
Main custodianWells FargoLPL FinancialSchwab
Filing with the SEC since202420172022
Tools in their stack–––
People on Advicer.bio9496

From each firm's latest Form ADV (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: Ifc Advisors LLC: Wells Fargo · Perennial Financial Services: LPL Financial, Fidelity · Validus Capital LLC: Schwab