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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 Sierra Investment Management, LLC (swap one in):+ Keystone Financial Services $379.2M · Loveland, CO+ All Terrain Financial Advisors $379.2M · Coon Rapids, MN+ Williams & Novak Wealth Management, LLC $342.8M · Westlake Village, CA+ Second 50 Financial $341.6M · Manhattan Beach, CA
Santa Monica, CA
Aliso Viejo, CA
Carslbad, CA
Assets under management$360.9M$382.5M$381.8M
Asset growth, last 2 years−7%−64%+37%
Advisory staff886
Individual clients2941,467545
Assets per client$1.2M$261K$701K
Clients per advisor3718391
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack1–2
People on Advicer.bio5–3

From each firm's latest Form ADV (Oct 2026, Dec 2023, 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.

ToolSierra Investment Management, LLCClaraphi Advisory Network, LLCWwm Financial
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it–Uses it

Custodians on Form ADV: Sierra Investment Management, LLC: Schwab · Claraphi Advisory Network, LLC: Fidelity, Folio, Schwab · Wwm Financial: Schwab