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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
San Francisco, CA
Assets under management$654.8M$692.8M$617.8M
Asset growth, last 2 years+10%+32%−21%
Advisory staff322
Individual clients9752922
Assets per client$6.8M$1.3M$28.1M
Clients per advisor3226511
Main custodianPershingAmerican Funds Service Company–
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–1–
People on Advicer.bio–2–

From each firm's latest Form ADV (Jan 2026, Sep 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.Regis Metro Associates, Inc.
Custodial Platform
AdviceWorks–Uses it–

Custodians on Form ADV: Rbo & Co, LLC: Pershing · Bw & Associates, Inc.: American Funds Service Company · Regis Metro Associates, Inc.: none listed