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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 Miller Avenue Advisors LLC (swap one in):+ Orchid Advisory $295.7M · Dallas, TX+ Hwa Financial Group $295.3M · Ellicott City, MD+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Chokshi & Queen Wealth Advisors $263.3M · San Diego, CA
Mill Valley, CA
Alamo, CA
Camarillo, CA
Assets under management$281.2M$296.9M$265.4M
Asset growth, last 2 years–+44%−15%
Advisory staff332
Individual clients80190184
Assets per client$3.5M$1.6M$1.4M
Clients per advisor276392
Main custodianSchwabSchwabFidelity
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack41–
People on Advicer.bio323

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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.

ToolMiller Avenue Advisors LLCPring TurnerBernzott Capital Advisors
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
AddeparUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Miller Avenue Advisors LLC: Schwab · Pring Turner: Schwab · Bernzott Capital Advisors: Fidelity, Umb