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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 Lewis Asset Management (swap one in):+ Boyd Wealth Management, LLC $409.8M · Sacramento, CA+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Sharper & Granite LLC $366.4M · El Segundo, CA
Lafayette, CA
Redondo Beach, CA
San Rafael, CA
Assets under management$387.1M$407.8M$366.4M
Asset growth, last 2 years+120%+29%+34%
Advisory staff522
Individual clients276155277
Assets per client$1.4M$2.6M$1.3M
Clients per advisor5578139
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20132018
Tools in their stack–5–
People on Advicer.bio524

From each firm's latest Form ADV (May 2026, Aug 2026, Oct 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.

ToolLewis Asset ManagementNavigoe, LLCShira Ridge Wealth Management
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lewis Asset Management: Schwab · Navigoe, LLC: Schwab · Shira Ridge Wealth Management: Schwab