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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 Rebalance LLC (swap one in):+ Avity Investment Management Inc. $2.03B · Greenwich, CT+ Punch & Associates Investment Management, Inc. $2.03B · Edina, MN+ Select Money Management, Inc. $1.8B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA
Palo Alto, CA
San Francisco, CA
Greenbrae, CA
Assets under management$1.93B$2.05B$2.03B
Asset growth, last 2 years+47%+117%+15%
Advisory staff7158
Individual clients636254,020241
Assets per client$3M$8K$8.4M
Clients per advisor9116,93530
Main custodianSchwabApex ClearingSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack1–2
People on Advicer.bio10112–

From each firm's latest Form ADV (Jul 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.

ToolRebalance LLCSofi Wealth LLCFairview Capital
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Rebalance LLC: Schwab, Fidelity · Sofi Wealth LLC: Apex Clearing · Fairview Capital: Schwab, Northern Trust