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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+ Financial Management Network Inc $2.14B · Mission Viejo, CA
Newport Beach, CA
Mountain View, CA
El Dorado Hills, CA
Assets under management$2.28B$2.42B$2.14B
Asset growth, last 2 years+55%+36%+7%
Advisory staff101316
Individual clients7,6914331,389
Assets per client$296K$5.6M$1.5M
Clients per advisor7693387
Main custodianCapital Client Group, Inc.SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio121519

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 · Van Hulzen Financial Advisors: Schwab, Northern Trust