Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Financial Management Network Inc $2.14B · Mission Viejo, CA
Newport Beach, CA
Mountain View, CA
Los Angeles, CA
Assets under management$2.28B$2.42B$2.5B
Asset growth, last 2 years+55%+36%+68%
Advisory staff101339
Individual clients7,6914333,069
Assets per client$296K$5.6M$814K
Clients per advisor7693379
Main custodianCapital Client Group, Inc.SchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–––
People on Advicer.bio121549

From each firm's latest Form ADV (Aug 2026, Mar 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: Jdl Advisers: Capital Client Group, Inc., Schwab · Wealth Architects, LLC: Schwab · Perennial Financial Services: LPL Financial, Fidelity