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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+ 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
Assets under management$238.5M$251M$226.4M
Asset growth, last 2 years+56%+86%+126%
Advisory staff433
Individual clients268511
Assets per client$9.2M$3M$20.6M
Clients per advisor7284
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720232024
Tools in their stack211
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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.Mindoro Capital Partners 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 · Mindoro Capital Partners LLC: Schwab