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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 Rudney Associates (swap one in):+ Mirador Capital Partners $1.01B · Pleasanton, CA+ Aire Advisors, LLC $1.01B · Beverly Hills, CA+ J.p. King Advisors, Inc. $889.7M · Walnut Creek, CA+ Westside Investment Management, LLC $888.8M · Santa Monica, CA
Alamo, CA
Corte Madera, CA
San Francisco, CA
Assets under management$940.2M$1B$992.9M
Asset growth, last 2 years+25%+47%–
Advisory staff147
Individual clients45057624
Assets per client$2.1M$17.5M$1.6M
Clients per advisor4501489
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––2
People on Advicer.bio119

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

ToolRudney AssociatesCohen Capital Management IncSyntheticfi LLC
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Rudney Associates: Schwab · Cohen Capital Management Inc: Schwab, Wells Fargo · Syntheticfi LLC: Schwab