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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+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ The Clark Group Asset Management $343.9M · Dana Point, CA
Pasadena, CA
Novato, CA
San Francisco, CA
Assets under management$365.1M$384M$346.7M
Asset growth, last 2 years+58%–+78%
Advisory staff236
Individual clients362252141
Assets per client$1M$1.5M$2.5M
Clients per advisor1818424
Main custodianSchwab–Schwab
Filing with the SEC since201520242021
Tools in their stack––3
People on Advicer.bio225

From each firm's latest Form ADV (Mar 2026, May 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 LLCCitrine Capital
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

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