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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 Private Portfolios, Inc. (swap one in):+ Guardian Investment Management $310.3M · Tiburon, CA+ Kensington Investment Counsel $310.2M · Long Beach, CA+ Verity Wealth Advisors, LLC $278.5M · Sausalito, CA+ Spectrum Financial Management $278.1M · San Rafael, CA
San Mateo, CA
Thousand Oaks, CA
Santa Clara, CA
Assets under management$293.5M$310M$309.8M
Asset growth, last 2 years+24%+38%+77%
Advisory staff232
Individual clients259224287
Assets per client$1.1M$1.4M$1.1M
Clients per advisor13075144
Main custodianFidelity–Schwab
Filing with the SEC since201720162021
Tools in their stack––1
People on Advicer.bio221

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

ToolPrivate Portfolios, Inc.Mfa Wealth ServicesNri Wealth Management, LLC
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Private Portfolios, Inc.: Fidelity · Mfa Wealth Services: none listed · Nri Wealth Management, LLC: Schwab