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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 Meritas Wealth Management, LLC (swap one in):+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA+ Warren Street Wealth Advisors, LLC $656.1M · Irvine, CA+ Castle Rock Wealth Management, LLC $587.1M · Walnut Creek, CA+ Riley Friedman Asset Management $584.8M · Los Altos, CA
San Rafael, CA
Los Angeles, CA
St. Helena, CA
Assets under management$618.9M$655.8M$654.8M
Asset growth, last 2 years+28%+43%+10%
Advisory staff533
Individual clients3243097
Assets per client$1.9M$21.9M$6.8M
Clients per advisor651032
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio64–

From each firm's latest Form ADV (Oct 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.

ToolMeritas Wealth Management, LLCBmb Advisers LLCRbo & Co, LLC
Portfolio Management
OrionUses it––

Custodians on Form ADV: Meritas Wealth Management, LLC: Schwab · Bmb Advisers LLC: Fidelity, RBC · Rbo & Co, LLC: Pershing