Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Capital Management (swap one in):+ Drh Investments, Inc. $191M · Thousand Oaks, CA+ Dynamic Wealth Strategies, LLC $190.7M · Granite Bay, CA+ Rmr Capital Management LLC $170.8M · Tustin, CA+ Mcm Wealth $170.8M · Novato, CA
Beverly Hills, CA
San Diego, CA
Culver City, CA
Assets under management$180.2M$190.2M$190M
Asset growth, last 2 years+9%+50%–
Advisory staff136
Individual clients83100244
Assets per client$2.2M$1.9M$779K
Clients per advisor833341
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack––2
People on Advicer.bio136

From each firm's latest Form ADV (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.

ToolLewis Capital ManagementClutinger Williams & Verhoye IncAltruist Advisors LLC
Custodial Platform
Altruist––Uses it
Financial Planning
Hazel––Uses it

Custodians on Form ADV: Lewis Capital Management: Schwab · Clutinger Williams & Verhoye Inc: Schwab, Merrill · Altruist Advisors LLC: none listed