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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 Kondo Wealth Advisors, Inc (swap one in):+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Ats Wealth Management $383.6M · San Diego, CA+ Citrine Capital $346.7M · San Francisco, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA
Pasadena, CA
Novato, CA
La Jolla, CA
Assets under management$365.1M$384M$386.5M
Asset growth, last 2 years+58%–+28%
Advisory staff237
Individual clients362252278
Assets per client$1M$1.5M$1.4M
Clients per advisor1818440
Main custodianSchwab–Schwab
Filing with the SEC since201520242015
Tools in their stack––4
People on Advicer.bio227

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

ToolKondo Wealth Advisors, IncKetron Financial LLCCanter Wealth
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Kondo Wealth Advisors, Inc: Schwab · Ketron Financial LLC: none listed · Canter Wealth: Schwab