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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+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA
San Francisco, CA
Greenbrae, CA
Los Angeles, CA
Assets under management$1.9B$2.03B$1.8B
Asset growth, last 2 years+37%+15%+63%
Advisory staff2588
Individual clients213241906
Assets per client$8.9M$8.4M$2M
Clients per advisor930113
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio24–7

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 CapitalSelect Money Management, Inc.
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Main Management, LLC: Schwab · Fairview Capital: Schwab, Northern Trust · Select Money Management, Inc.: Fidelity, AssetMark