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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 Rbo & Co, LLC (swap one in):+ Premier Wealth Advisors, LLC $694.9M · San Diego, CA+ Lazari Capital Management, Inc. $691.1M · Burbank, CA+ Avalan, LLC $621.8M · Santa Barbara, CA+ Meritas Wealth Management, LLC $618.9M · San Rafael, CA
St. Helena, CA
Orange, CA
Los Angeles, CA
Assets under management$654.8M$692.8M$697.8M
Asset growth, last 2 years+10%+32%+55%
Advisory staff323
Individual clients97529447
Assets per client$6.8M$1.3M$1.6M
Clients per advisor32265149
Main custodianPershingAmerican Funds Service CompanySchwab
Filing with the SEC since2012 or earlier20162017
Tools in their stack–12
People on Advicer.bio–23

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

ToolRbo & Co, LLCBw & Associates, Inc.Hamilton Wealth, LLC
Custodial Platform
AdviceWorks–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rbo & Co, LLC: Pershing · Bw & Associates, Inc.: American Funds Service Company · Hamilton Wealth, LLC: Schwab