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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 Menlo Advisors LLC (swap one in):+ Pacific Point Advisors, LLC $389.6M · San Diego, CA+ Pathways Advisory Group, Inc. $388.5M · Fresno, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA
Menlo Park, CA
Sacramento, CA
San Diego, CA
Assets under management$369.7M$389M$351.2M
Asset growth, last 2 years+31%+51%+22%
Advisory staff194
Individual clients39191175
Assets per client$9.5M$2M$2M
Clients per advisor392144
Main custodianSchwabPershing–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio193

From each firm's latest Form ADV (Mar 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.

ToolMenlo Advisors LLCAvisen Advisors, LLCDean Roland Russell, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Menlo Advisors LLC: Schwab · Avisen Advisors, LLC: Pershing · Dean Roland Russell, LLC: none listed