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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):+ Golden Bay Advisors LLC $295.7M+ Orchid Advisory $295.7M · Dallas, TX+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Bernzott Capital Advisors $265.4M · Camarillo, CA
Mill Valley, CA
Alamo, CA
Ellicott City, MD
Assets under management$281.2M$296.9M$295.3M
Asset growth, last 2 years–+44%+59%
Advisory staff333
Individual clients80190167
Assets per client$3.5M$1.6M$1.8M
Clients per advisor276356
Main custodianSchwabSchwabSchwab
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). 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 TurnerHwa Financial Group
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 · Hwa Financial Group: Schwab