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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 Merrithew & Thorsten, Inc. (swap one in):+ Decamilla Capital Management LLC $162.9M · Sacramento, CA+ Private Wealth Management of North Carolina LLC $162.8M · Henderson, NC+ Holbrook Global Strategies $147M · Palo Alto, CA+ Bucher Wealth Advisors $146.9M · San Mateo, CA
San Diego, CA
Atascadero, CA
Encinitas, CA
Assets under management$155M$164.7M$146.6M
Asset growth, last 2 years+36%––
Advisory staff224
Individual clients125140138
Assets per client$1.2M$1.2M$1.1M
Clients per advisor637035
Main custodianPershing–Schwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack1–3
People on Advicer.bio224

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

ToolMerrithew & Thorsten, Inc.Slo Money ManagersStone Steps Financial, LLC
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Merrithew & Thorsten, Inc.: Pershing · Slo Money Managers: none listed · Stone Steps Financial, LLC: Schwab