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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):+ Perennial Financial Services $2.5B · Los Angeles, 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
Redondo Beach, CA
Assets under management$2.28B$2.42B$2.48B
Asset growth, last 2 years+55%+36%+53%
Advisory staff10137
Individual clients7,691433249
Assets per client$296K$5.6M$10M
Clients per advisor7693336
Main custodianCapital Client Group, Inc.SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio12158

From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 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 · The Investment House LLC: Schwab, Fidelity