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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 Lee, Kimun (swap one in):+ Deeringer Wealth Management, LLC $39.7M · Sacramento, CA+ Trinity Capital Management, LLP $39.7M · Brookhaven, GA+ Spearhead Advisors, LLC $35.8M · Newport Beach, CA+ Downie Financial Group $35.7M · Mission Viejo, CA
San Francisco, CA
Thousand Oaks, CA
Walnut Creek, CA
Assets under management$37.8M$39.9M$35.8M
Asset growth, last 2 years–+28%–
Advisory staff111
Individual clients553545
Assets per client$687K$1.1M$796K
Clients per advisor553545
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–––
People on Advicer.bio111

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

Tech stacks

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