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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 Sidepocket Incorporated (swap one in):+ Whalen Financial Planning $999K · Los Angeles, CA+ Trimon Capital $961K+ Saber Asset Management $868K+ Inherent Wealth Fund, LLC $825K · Palm Desert, CA
San Francisco, CA
Covina, CA
San Francisco, CA
Assets under management$915K$1M$1M
Asset growth, last 2 years+601%––
Advisory staff311
Individual clients60–10
Assets per client$15K–$100K
Clients per advisor20–10
Main custodianApex Clearing––
Filing with the SEC since202020262025
Tools in their stack–1–
People on Advicer.bio–1–

From each firm's latest Form ADV (Mar 2026, Apr 2026, May 2025). 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.

ToolSidepocket IncorporatedContrarian Labs Inc.Wahdy Capital
Custodial Platform
Interactive Brokers–Uses it–

Custodians on Form ADV: Sidepocket Incorporated: Apex Clearing · Contrarian Labs Inc.: none listed · Wahdy Capital: none listed