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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 Neumann Capital Management (swap one in):+ Diligent Investors, LLC $663.1M · Redlands, CA+ Cruden Bay Investment Management, LLC $663.1M · Westlake Village, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Measured Risk Portfolios $597.2M · San Diego, CA
Foster City, CA
Irvine, CA
Newport Beach, CA
Assets under management$630.3M$662.4M$662.4M
Asset growth, last 2 years+25%–+40%
Advisory staff437
Individual clients191256190
Assets per client$3.3M$2.6M$3.5M
Clients per advisor488527
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242016
Tools in their stack143
People on Advicer.bio345

From each firm's latest Form ADV (Aug 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.

ToolNeumann Capital ManagementThree Arch Wealth Management LLCWestshore Wealth
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
EnvestnetUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Neumann Capital Management: Schwab · Three Arch Wealth Management LLC: none listed · Westshore Wealth: Schwab