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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 Krane Financial Solutions (swap one in):+ Guardian Investment Management $310.3M · Tiburon, CA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA+ Wwm Advisory Inc. $280.1M · Culver City, CA+ Victus Capital Wealth $280.1M · Santa Monica, CA
Calabasas, CA
Thousand Oaks, CA
Long Beach, CA
Assets under management$295M$310M$310.2M
Asset growth, last 2 years+72%+38%+24%
Advisory staff234
Individual clients167224115
Assets per client$1.8M$1.4M$2.7M
Clients per advisor847529
Main custodianSchwab––
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–––
People on Advicer.bio221

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Krane Financial Solutions: Schwab · Mfa Wealth Services: none listed · Kensington Investment Counsel: none listed