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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+ Corda Investment Management, LLC $2B · Houston, TX+ Select Money Management, Inc. $1.8B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA
San Francisco, CA
Greenbrae, CA
San Diego, CA
Assets under management$1.9B$2.03B$2.02B
Asset growth, last 2 years+37%+15%+11%
Advisory staff25881
Individual clients21324114,084
Assets per client$8.9M$8.4M$143K
Clients per advisor930174
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio24–96

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

ToolMain Management, LLCFairview CapitalMadison Avenue Securities, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Main Management, LLC: Schwab · Fairview Capital: Schwab, Northern Trust · Madison Avenue Securities, LLC: none listed