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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 Inflection Advisors (swap one in):+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Drs Wealth Management $88.5M · Easton, MD+ Capital City Asset Management Group, LLC $79.9M · Powell, OH+ Walstad Investment Counsel, Inc. $79.8M · Santa Barbara, CA
Camarillo, CA
Pasadena, CA
Santa Barbara, CA
Assets under management$84.2M$88.8M$79.7M
Asset growth, last 2 years–+2,719%–
Advisory staff211
Individual clients13013347
Assets per client$648K$667K$1.7M
Clients per advisor6513347
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack4–3
People on Advicer.bio211

From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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

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.

ToolInflection AdvisorsFavor Wealth Advisors, LLCSumma Capital Management LLC
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Inflection Advisors: none listed · Favor Wealth Advisors, LLC: Schwab · Summa Capital Management LLC: none listed