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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+ Dean Roland Russell, LLC $351.2M · San Diego, CA
San Diego, CA
San Diego, CA
Century City, CA
Assets under management$371.9M$390.6M$351.1M
Asset growth, last 2 years+38%+46%+18%
Advisory staff636
Individual clients209197236
Assets per client$1.8M$2M$1.5M
Clients per advisor356639
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182016
Tools in their stack–––
People on Advicer.bio834

From each firm's latest Form ADV (Apr 2026, Feb 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 · Sitrin Capital Management, LLC: Schwab