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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 Manetta Wealth (swap one in):+ Westpark Capital, Inc. $53.1M · Los Angeles, CA+ Qubera Wealth Management $52.6M · Pasadena, CA+ Westlake Capital Inc $47.4M · Westlake Village, CA+ Elevate Capital Management, L.l.c. $47.3M · San Francisco, CA
Danville, CA
Los Angeles, CA
Manhasset, NY
Assets under management$50M$53M$52.5M
Asset growth, last 2 years––+34%
Advisory staff132
Individual clients45244124
Assets per client$1.1M$217K$424K
Clients per advisor458162
Main custodian––Schwab
Filing with the SEC since202620262014
Tools in their stack223
People on Advicer.bio–32

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

ToolManetta WealthBlacklines FinancialLowell Road Asset Management, Inc.
CRM
Slant (Slant CRM)Uses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it–Uses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Manetta Wealth: none listed · Blacklines Financial: none listed · Lowell Road Asset Management, Inc.: Schwab, J.P. Morgan