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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 Sitrin Capital Management, LLC (swap one in):+ Willow Grove Advisors, LLC $369.8M · Berkeley, CA+ Yosemite Capital Management $369M · Newport Beach, CA+ American Fundstars $332.7M · Irvine, CA+ Oliveira Wealth $332.4M · Modesto, CA
Century City, CA
Menlo Park, CA
Fairfield, CA
Assets under management$351.1M$369.7M$331.9M
Asset growth, last 2 years+18%+31%–
Advisory staff613
Individual clients23639456
Assets per client$1.5M$9.5M$728K
Clients per advisor3939152
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20162012 or earlier2024
Tools in their stack––2
People on Advicer.bio413

From each firm's latest Form ADV (Feb 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.

ToolSitrin Capital Management, LLCMenlo Advisors LLCSolano Wealth Advisors
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Sitrin Capital Management, LLC: Schwab · Menlo Advisors LLC: Schwab · Solano Wealth Advisors: LPL Financial