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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+ Dean Roland Russell, LLC $351.2M · San Diego, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA
San Diego, CA
San Diego, CA
San Gabriel, CA
Assets under management$371.9M$390.6M$352.8M
Asset growth, last 2 years+38%+46%+37%
Advisory staff633
Individual clients209197313
Assets per client$1.8M$2M$1.1M
Clients per advisor3566104
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio832

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Pacific Wealth Management: Schwab · Platt Wealth Management: Schwab · Grattan Financial Strategies, Inc.: none listed