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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 Kwb Wealth (swap one in):+ Chequers Financial Management LLC $1.31B · San Francisco, CA+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA
Redlands, CA
Anaheim, CA
Los Angeles, CA
Assets under management$1.23B$1.33B$1.16B
Asset growth, last 2 years+45%+41%+16%
Advisory staff8109
Individual clients1,9351,5421,054
Assets per client$638K$861K$1.1M
Clients per advisor242154117
Main custodianLPL FinancialSEISchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio11711

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

ToolKwb WealthChatterton & AssociatesL & S Advisors, Inc
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Kwb Wealth: LPL Financial · Chatterton & Associates: SEI · L & S Advisors, Inc: Schwab, Fidelity, Wells Fargo