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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 Sharper & Granite LLC (swap one in):+ Lewis Asset Management $387.1M · Lafayette, CA+ Ostrofe Financial Consultants Inc $386.4M · Grass Valley, CA+ Citrine Capital $346.7M · San Francisco, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA
El Segundo, CA
La Jolla, CA
Concord, CA
Assets under management$366.4M$386.5M$387M
Asset growth, last 2 years+63%+28%+37%
Advisory staff475
Individual clients124278308
Assets per client$3M$1.4M$1.3M
Clients per advisor314062
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520152014
Tools in their stack141
People on Advicer.bio475

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

ToolSharper & Granite LLCCanter WealthArchvest Wealth Advisors, Inc.
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Sharper & Granite LLC: Schwab · Canter Wealth: Schwab · Archvest Wealth Advisors, Inc.: Schwab