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 M Premier Partners (swap one in):+ Retirementadvice | Jka $267.3M · Anaheim, CA+ Bankplus Wealth Advisors $263.8M · Jackson, MS+ Strategic Wealth Capital $238.4M · San Francisco, CA+ Goldenstone Wealth Management $238.3M · El Dorado Hills, CA
Indian Wells, CA
Whittier, CA
Camarillo, CA
Assets under management$251M$265.7M$265.4M
Asset growth, last 2 years+33%+58%−15%
Advisory staff232
Individual clients251659184
Assets per client$1M$403K$1.4M
Clients per advisor12622092
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720212012 or earlier
Tools in their stack–––
People on Advicer.bio233

From each firm's latest Form ADV (Jan 2026, 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

Individual clients

Tech stacks

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

Custodians on Form ADV: M Premier Partners: Schwab · Cerda Munoz Advisors, Inc: Schwab, Nationwide Investment Services Corporation, Matrix Financial Solutions, Transamerica · Bernzott Capital Advisors: Fidelity, Umb