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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 Main Management, LLC (swap one in):+ Sofi Wealth LLC $2.05B · San Francisco, CA+ Madison Avenue Securities, LLC $2.02B · San Diego, CA+ Select Money Management, Inc. $1.8B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA
San Francisco, CA
Greenbrae, CA
Simi Valley, CA
Assets under management$1.9B$2.03B$1.75B
Asset growth, last 2 years+37%+15%+54%
Advisory staff25868
Individual clients21324113,779
Assets per client$8.9M$8.4M$127K
Clients per advisor930203
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio24–68

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

ToolMain Management, LLCFairview CapitalHbw Advisory Services LLC
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Main Management, LLC: Schwab · Fairview Capital: Schwab, Northern Trust · Hbw Advisory Services LLC: Schwab, Axos Clearing