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.

Kilzer Wealth Management
Yosemite Wealth
Upbeat Wealth

Similar in size to Kilzer Wealth Management (swap one in):+ J.c. Goodgal, Inc. $16.2M + Gadiraju, Raju $16.2M + Mehta Services Company $14.6M + Zenith Investments $14.6M

	Kilzer Wealth Management Carmel, CA	Yosemite Wealth Oakhurst, CA	Upbeat Wealth New Orleans, LA
Assets under management	$15.4M	$16.3M	$14.6M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	2
Individual clients	17	70	19
Assets per client	$905K	$233K	$769K
Clients per advisor	17	70	10
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	1	6
People on Advicer.bio	1	1	2

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