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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 Matrix Planning Inc (swap one in):+ Banta Asset Management LP $128.7M · Newport Beach, CA+ Yes Wealth Management $127.5M · Mahtomedi, MN+ South Bay Financial Partners $114.8M · Torrance, CA+ Goodstein Wealth Management LLC $114.2M · Encino, CA
Santa Monica, CA
San Francisco, CA
Assets under management$121.4M$128.7M$127.5M
Asset growth, last 2 years+3%+21%+4%
Advisory staff131
Individual clients1629442
Assets per client$7.6M$438K$3M
Clients per advisor169842
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20222019
Tools in their stack–4–
People on Advicer.bio–31

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

ToolMatrix Planning IncProspettiva FinancialLongview Wealth Management, LLC
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Matrix Planning Inc: Schwab · Prospettiva Financial: Schwab · Longview Wealth Management, LLC: none listed