Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Qubera Wealth Management $52.6M · Pasadena, CA+ Lowell Road Asset Management, Inc. $52.5M · Manhasset, NY+ Westlake Capital Inc $47.4M · Westlake Village, CA+ Elevate Capital Management, L.l.c. $47.3M · San Francisco, CA
Danville, CA
Los Angeles, CA
Los Angeles, CA
Assets under management$50M$53M$53.1M
Asset growth, last 2 years––+77%
Advisory staff1311
Individual clients45244265
Assets per client$1.1M$217K$200K
Clients per advisor458124
Main custodian–––
Filing with the SEC since202620262016
Tools in their stack22–
People on Advicer.bio–310

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jun 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 FinancialWestpark Capital, Inc.
CRM
Slant (Slant CRM)Uses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
Zoom–Uses it–