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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 Pacific Wealth Management (swap one in):+ Carmel Capital Management L.l.c. $392M · Carmel, CA+ Shrier Wealth Management, LLC $390.6M · Los Angeles, CA+ Grattan Financial Strategies, Inc. $352.8M · San Gabriel, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA
San Diego, CA
San Diego, CA
San Diego, CA
Assets under management$371.9M$390.6M$351.2M
Asset growth, last 2 years+38%+46%+22%
Advisory staff634
Individual clients209197175
Assets per client$1.8M$2M$2M
Clients per advisor356644
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack––2
People on Advicer.bio833

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

ToolPacific Wealth ManagementPlatt Wealth ManagementDean Roland Russell, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Pacific Wealth Management: Schwab · Platt Wealth Management: Schwab · Dean Roland Russell, LLC: none listed