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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 Presidio Financial Advisors LLC (swap one in):+ Opes Capital Group, LLC $5M · Los Angeles, CA+ Truesdell Wealth, Inc. $5M · Ocala, FL+ Olma Advisors $4.4M · Los Gatos, CA+ Stafford Capital Management LLC $4.4M · Sausalito, CA
Santa Barbara, CA
Agoura Hills, CA
Lake Forest, CA
Assets under management$4.7M$5M$4.5M
Asset growth, last 2 years––+1,010%
Advisory staff111
Individual clients124539
Assets per client$395K$111K$114K
Clients per advisor124539
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack21–
People on Advicer.bio111

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

ToolPresidio Financial Advisors LLCMurapa InvestmentsBerilium
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Presidio Financial Advisors LLC: none listed · Murapa Investments: none listed · Berilium: Schwab