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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 Seek First Inc. (swap one in):+ Retirementadvice | Jka $267.3M · Anaheim, CA+ Bernzott Capital Advisors $265.4M · Camarillo, CA+ Strategic Wealth Capital $238.4M · San Francisco, CA+ Goldenstone Wealth Management $238.3M · El Dorado Hills, CA
Campbell, CA
Whittier, CA
Jackson, MS
Assets under management$251M$265.7M$263.8M
Asset growth, last 2 years+86%+58%+75%
Advisory staff3314
Individual clients85659633
Assets per client$3M$403K$417K
Clients per advisor2822045
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack1––
People on Advicer.bio3316

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

ToolSeek First Inc.Cerda Munoz Advisors, IncBankplus Wealth Advisors
CRM
HubSpotUses it––

Custodians on Form ADV: Seek First Inc.: Schwab · Cerda Munoz Advisors, Inc: Schwab, Nationwide Investment Services Corporation, Matrix Financial Solutions, Transamerica · Bankplus Wealth Advisors: Schwab