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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 Nwm Advisors, LLC (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA+ Guardian Investment Management $310.3M · Tiburon, CA
San Luis Obispo, CA
San Francisco, CA
Palos Verdes Estates, CA
Assets under management$329.1M$346.7M$310.9M
Asset growth, last 2 years+56%+78%+19%
Advisory staff263
Individual clients171141218
Assets per client$1.9M$2.5M$1.4M
Clients per advisor862473
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620212012 or earlier
Tools in their stack–32
People on Advicer.bio253

From each firm's latest Form ADV (Feb 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.

ToolNwm Advisors, LLCCitrine CapitalMalaga Cove Capital, LLC
Website Builders
Squarespace–Uses it–
Wix––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Nwm Advisors, LLC: Schwab · Citrine Capital: Schwab · Malaga Cove Capital, LLC: Schwab