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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 Rs Crum Inc. (swap one in):+ Wilsey Asset Management Incorporated $768.5M · San Diego, CA+ Jeppson Wealth Management, LLC $763.2M · Manhattan Beach, CA+ Integra Global Advisors LLC $684.1M · Stamford, CT+ Northern Financial Advisors, Inc $684M · Bloomfield Hills, MI
Newport Beach, CA
Pasadena, CA
San Luis Obispo, CA
Assets under management$720.7M$762.6M$760M
Asset growth, last 2 years+23%–+54%
Advisory staff474
Individual clients328636223
Assets per client$2.2M$1.2M$3.4M
Clients per advisor829156
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20262020
Tools in their stack1–5
People on Advicer.bio676

From each firm's latest Form ADV (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.

ToolRs Crum Inc.First Financial ConsultingSan Luis Wealth Advisors
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Rs Crum Inc.: Schwab · First Financial Consulting: none listed · San Luis Wealth Advisors: Schwab, Fidelity