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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 Seaside Wealth Management, Inc. (swap one in):+ Bell & Brown Wealth Advisors, LLC $486.8M · Newport Beach, CA+ Rosenblum Silverman Sutton Sf Inc $486.6M · San Francisco, CA+ Westend Capital Management, LLC. $436.2M · Sausalito, CA+ Carmel Capital Partners, LLC $434.3M · San Diego, CA
Carlsbad, CA
San Francisco, CA
San Francisco, CA
Assets under management$459.3M$485.3M$483M
Asset growth, last 2 years+105%−27%+27%
Advisory staff1143
Individual clients38020794
Assets per client$1.2M$2.3M$5.1M
Clients per advisor355231
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio743

From each firm's latest Form ADV (Feb 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.

ToolSeaside Wealth Management, Inc.Nwk GroupVan Strum & Towne Inc
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Seaside Wealth Management, Inc.: Schwab · Nwk Group: Schwab · Van Strum & Towne Inc: Schwab, U.S. Bank