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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 Marathon Retirement Planning (swap one in):+ Focused Finances, LLC $67.8M · Oakland, CA+ Black Hill Capital Partners, LLC $67.7M · San Francisco, CA+ Rjg Financial $61M · Dallas, TX+ Steinmetz Financial Planning $60.7M · Redwood City, CA
Dublin, CA
Roseville, CA
Hollister, CA
Assets under management$64.3M$67.7M$67.8M
Asset growth, last 2 years––+94%
Advisory staff132
Individual clients116253122
Assets per client$554K$268K$556K
Clients per advisor1168461
Main custodian–––
Filing with the SEC since202620262013
Tools in their stack–––
People on Advicer.bio232

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.