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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 Midas Capital Management (swap one in):+ Kalorama Wealth Strategies, LLC $30.2M+ Summer Fields Investments, LLC $30.2M+ Iluka Advisors $27.3M · Healdsburg, CA+ Spahr Financial Group, LLC $27.3M · Huntington Beach, CA
San Francisco, CA
Naperville, IL
Auburn, CA
Assets under management$28.7M$30.2M$27.3M
Asset growth, last 2 years––−4%
Advisory staff121
Individual clients289753
Assets per client$1M$311K$514K
Clients per advisor284953
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack21–
People on Advicer.bio121

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

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.

ToolMidas Capital ManagementRwc for LifeHammer Asset Management, LLC
Website Builders
Squarespace–Uses it–
WebflowUses it––
WixUses it––

Custodians on Form ADV: Midas Capital Management: none listed · Rwc for Life: none listed · Hammer Asset Management, LLC: Schwab, Cambridge Investment Research, Inc.