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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 San Gabriel Capital (swap one in):+ Huron Investment Management, Inc. $23.7M · Chicago, IL+ Lfn Advisors Inc. $23.7M · Muskegon, MI+ Valuetech Private Advisors $21.4M · Diamond Bar, CA+ Stone Hill Wealth Management, LLC $21.4M · Dallas, TX
Cedar Park, TX
Dallas, TX
Assets under management$22.6M$23.8M$23.7M
Asset growth, last 2 years––+303%
Advisory staff111
Individual clients56634
Assets per client$403K$4M$697K
Clients per advisor56634
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: San Gabriel Capital: none listed · Springwood Financial Advisors: none listed · Black Diamond Advisory Partners: Schwab