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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 Regatta Capital Group, LLC (swap one in):+ Weatherly Asset Management $1.68B · Del Mar, CA+ Rodgers & Associates $1.63B · Lancaster, PA+ Eclectic Associates, Inc. $1.47B · Fullerton, CA+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA
El Segundo, CA
Menlo Park, CA
Newport Beach, CA
Assets under management$1.55B$1.65B$1.63B
Asset growth, last 2 years+33%+51%–
Advisory staff1496
Individual clients1,08830394
Assets per client$1.4M$5.4M$17.4M
Clients per advisor783416
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20162024
Tools in their stack–21
People on Advicer.bio14–1

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.

ToolRegatta Capital Group, LLCLyell Wealth Management LPProvenio Capital
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Mailchimp–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Regatta Capital Group, LLC: Fidelity · Lyell Wealth Management LP: Schwab · Provenio Capital: none listed