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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 Jdl Advisers (swap one in):+ The Investment House LLC $2.48B · Redondo Beach, CA+ Sentry Advisors, LLC $2.41B · San Francisco, CA+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Van Hulzen Financial Advisors $2.14B · El Dorado Hills, CA
Newport Beach, CA
Mountain View, CA
Mission Viejo, CA
Assets under management$2.28B$2.42B$2.14B
Asset growth, last 2 years+55%+36%+62%
Advisory staff101321
Individual clients7,6914331,379
Assets per client$296K$5.6M$1.6M
Clients per advisor7693366
Main custodianCapital Client Group, Inc.SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio121521

From each firm's latest Form ADV (Aug 2026, Mar 2026, Dec 2025). 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: Jdl Advisers: Capital Client Group, Inc., Schwab · Wealth Architects, LLC: Schwab · Financial Management Network Inc: Fidelity