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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):+ Harold Davidson & Associates, Inc $390.5M · Los Angeles, CA+ Pacific Point Advisors, LLC $389.6M · San Diego, CA+ Dean Roland Russell, LLC $351.2M · San Diego, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA
Menlo Park, CA
Sacramento, CA
Fresno, CA
Assets under management$369.7M$389M$388.5M
Asset growth, last 2 years+31%+51%+50%
Advisory staff195
Individual clients39191186
Assets per client$9.5M$2M$2.1M
Clients per advisor392137
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio195

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCPathways Advisory Group, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Envestnet––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Menlo Advisors LLC: Schwab · Avisen Advisors, LLC: Pershing · Pathways Advisory Group, Inc.: Schwab