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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 Prossimo Advisors LLC (swap one in):+ Team Wealth & Tax Advisors $251.1M · Temecula, CA+ M Premier Partners $251M · Indian Wells, CA+ D'arcy Capital Management, LLC $225.6M · San Diego, CA+ Daniel Investment Associates, LLC $225.3M · Santa Barbara, CA
San Luis Obispo, CA
Campbell, CA
San Francisco, CA
Assets under management$238.5M$251M$250.5M
Asset growth, last 2 years+56%+86%+57%
Advisory staff432
Individual clients2685143
Assets per client$9.2M$3M$1.8M
Clients per advisor72872
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720232020
Tools in their stack214
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, May 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.

ToolProssimo Advisors LLCSeek First Inc.Amara Financial, LLC
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Prossimo Advisors LLC: Schwab · Seek First Inc.: Schwab · Amara Financial, LLC: Schwab