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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 Measured Risk Portfolios (swap one in):+ American Investors Co $630.7M · San Ramon, CA+ Ariadne Wealth Management, LP $627.3M · Santa Barbara, CA+ Frec $567.2M · San Francisco, CA+ Alteri Wealth $566.1M · Westlake Village, CA
San Diego, CA
Foster City, CA
Palm Desert, CA
Assets under management$597.2M$630.3M$631.9M
Asset growth, last 2 years+101%+25%+44%
Advisory staff446
Individual clients793191333
Assets per client$753K$3.3M$1.9M
Clients per advisor1984856
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack61–
People on Advicer.bio636

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

ToolMeasured Risk PortfoliosNeumann Capital ManagementFortem Financial Group, LLC
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
EnvestnetUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Measured Risk Portfolios: Schwab · Neumann Capital Management: Schwab · Fortem Financial Group, LLC: Schwab