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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+ Bankplus Wealth Advisors $263.8M · Jackson, MS+ Strategic Wealth Capital $238.4M · San Francisco, CA+ Goldenstone Wealth Management $238.3M · El Dorado Hills, CA
Campbell, CA
Whittier, CA
Camarillo, CA
Assets under management$251M$265.7M$265.4M
Asset growth, last 2 years+86%+58%−15%
Advisory staff332
Individual clients85659184
Assets per client$3M$403K$1.4M
Clients per advisor2822092
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320212012 or earlier
Tools in their stack1––
People on Advicer.bio333

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

ToolSeek First Inc.Cerda Munoz Advisors, IncBernzott Capital 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 · Bernzott Capital Advisors: Fidelity, Umb