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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 Kuleana Wealth Advisors (swap one in):+ Clearview Financial, Inc. $101.3M · San Diego, CA+ Greenwich Creek Capital Management, LLC $100.4M+ Counterpoint Asset Management LLC $90.6M · San Diego, CA+ Monvia Financial L.p. $90.3M · Walnut Creek, CA
Los Altos, CA
Laguna Hills, CA
Laguna Beach, CA
Assets under management$95.6M$101M$100.4M
Asset growth, last 2 years–+742%+11%
Advisory staff112
Individual clients2320582
Assets per client$4.2M$493K$1.2M
Clients per advisor2320541
Main custodian––First Clearing, LLC
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack–52
People on Advicer.bio112

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

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.

ToolKuleana Wealth AdvisorsAlign Wealth AdvisorsSagent Wealth Management
Custodial Platform
Altruist––Uses it
SEI–Uses it–
Client Data Gathering
Jotform–Uses it–
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Kuleana Wealth Advisors: none listed · Align Wealth Advisors: none listed · Sagent Wealth Management: First Clearing, LLC