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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):+ M Premier Partners $251M · Indian Wells, CA+ Amara Financial, LLC $250.5M · San Francisco, CA+ Mindoro Capital Partners LLC $226.4M+ D'arcy Capital Management, LLC $225.6M · San Diego, CA
San Luis Obispo, CA
Campbell, CA
Santa Barbara, CA
Assets under management$238.5M$251M$225.3M
Asset growth, last 2 years+56%+86%+21%
Advisory staff431
Individual clients268528
Assets per client$9.2M$3M$8M
Clients per advisor72828
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720232013
Tools in their stack211
People on Advicer.bio431

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.Daniel Investment Associates, LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Prossimo Advisors LLC: Schwab · Seek First Inc.: Schwab · Daniel Investment Associates, LLC: Schwab