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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 Prospettiva Financial (swap one in):+ Brooker Wealth Management $136.4M · Oakland, CA+ Sparrow Wealth Management $135.2M · Orlando, FL+ Matrix Planning Inc $121.4M · Santa Monica, CA+ Life Strategies, Inc. $121.2M · Cardiff, CA
San Francisco, CA
Santa Barbara, CA
Santa Monica, CA
Assets under management$128.7M$135.9M$135.3M
Asset growth, last 2 years+21%+29%+13%
Advisory staff331
Individual clients29411213
Assets per client$438K$1.2M$10.4M
Clients per advisor983713
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220202022
Tools in their stack422
People on Advicer.bio321

From each firm's latest Form ADV (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.

ToolProspettiva Financial15 EquityLight Capital LLC
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Prospettiva Financial: Schwab · 15 Equity: Schwab · Light Capital LLC: Schwab