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 Jsf Financial, LLC (swap one in):+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA+ Financial Management Network Inc $2.14B · Mission Viejo, CA+ Windward Capital Management Co $1.86B · Los Angeles, CA+ Mcdonald Capital Investors Inc $1.86B · Orinda, CA
Los Angeles, CA
El Dorado Hills, CA
San Diego, CA
Assets under management$1.97B$2.14B$2.14B
Asset growth, last 2 years+34%+7%+30%
Advisory staff13165
Individual clients7911,389131
Assets per client$2.5M$1.5M$16.4M
Clients per advisor618726
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio121910

From each firm's latest Form ADV (Jul 2026, Aug 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

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.

ToolJsf Financial, LLCVan Hulzen Financial AdvisorsCoastedge Partners, LLC
Performance Reporting
Addepar––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Jsf Financial, LLC: Fidelity · Van Hulzen Financial Advisors: Schwab, Northern Trust · Coastedge Partners, LLC: Schwab, City National Bank, Morgan Stanley, Vanguard, Mainstar Trust