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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 Shira Ridge Wealth Management (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
San Rafael, CA
La Jolla, CA
Concord, CA
Assets under management$366.4M$386.5M$387M
Asset growth, last 2 years+34%+28%+37%
Advisory staff275
Individual clients277278308
Assets per client$1.3M$1.4M$1.3M
Clients per advisor1394062
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820152014
Tools in their stack–41
People on Advicer.bio475

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

ToolShira Ridge Wealth ManagementCanter WealthArchvest Wealth Advisors, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Shira Ridge Wealth Management: Schwab · Canter Wealth: Schwab · Archvest Wealth Advisors, Inc.: Schwab