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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 Kensington Ami, LLC (swap one in):+ Quiver Financial Holdings LLC $84.7M · San Clemente, CA+ Pacific Financial Planners, LLC $84.2M · Laguna Niguel, CA+ Aaron Geoffrey Turner $76.2M · Sacramento, CA+ Doll Capital Advisors Incorporated $76M · San Juan Capistrano, CA
Burbank, CA
Sacramento, CA
San Rafael, CA
Assets under management$80.2M$84.4M$76.1M
Asset growth, last 2 years––−74%
Advisory staff112
Individual clients534594
Assets per client$1.5M$1.9M$810K
Clients per advisor534547
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–2–
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolKensington Ami, LLCSoesbe FinancialMarin Wealth Advisors LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Kensington Ami, LLC: none listed · Soesbe Financial: none listed · Marin Wealth Advisors LLC: Schwab