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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 Jackson Peak Capital LLC (swap one in):+ Afc Wealth Management $3.1M · Encino, CA+ Dunhill & Company, LLC $3M · San Francisco, CA+ Wealthbound Advisors $2.7M+ Edgewater Management Partners LLC $2.7M
Lafayette, CA
Monrovia, CA
Ladera Ranch, CA
Assets under management$2.9M$3.1M$3.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients10–20
Assets per client$287K–$155K
Clients per advisor10–20
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack12–
People on Advicer.bio112

From each firm's latest Form ADV (Jul 2026, Jun 2026, Oct 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.

ToolJackson Peak Capital LLCFintentSalt Capital Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
SquarespaceUses it––