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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 Retirementadvice | Jka (swap one in):+ Hoertkorn Richard Charles $282.5M · Kentfield, CA+ Miller Avenue Advisors LLC $281.2M · Mill Valley, CA+ Alpha Analytics Investment Group LLC $253.4M · Los Angeles, CA+ Pacific Wealth Strategies Group, Inc. $253.2M · Santa Barbara, CA
Anaheim, CA
La Jolla, CA
Encinitas, CA
Assets under management$267.3M$282.3M$282.9M
Asset growth, last 2 years+33%+26%+39%
Advisory staff434
Individual clients250177208
Assets per client$1.1M$1.6M$1.4M
Clients per advisor635952
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192019
Tools in their stack–22
People on Advicer.bio424

From each firm's latest Form ADV (Mar 2026, Jul 2026, Feb 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.

ToolRetirementadvice | JkaCarter Financial, LLCCooper Capital Group
Custodial Platform
Charles Schwab–Uses itUses it
E-Signature
Adobe Sign––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Retirementadvice | Jka: Schwab, Wealthforge Securities, LLC · Carter Financial, LLC: Schwab · Cooper Capital Group: Schwab