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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):+ Madison Avenue Securities, LLC $2.02B · San Diego, 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 Francisco, CA
Assets under management$1.9B$2.03B$2.05B
Asset growth, last 2 years+37%+15%+117%
Advisory staff25815
Individual clients213241254,020
Assets per client$8.9M$8.4M$8K
Clients per advisor93016,935
Main custodianSchwabSchwabApex Clearing
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack–2–
People on Advicer.bio24–112

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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 CapitalSofi Wealth LLC
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Main Management, LLC: Schwab · Fairview Capital: Schwab, Northern Trust · Sofi Wealth LLC: Apex Clearing