Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Wealthspring $370.2M · Long Beach, CA+ Willow Grove Advisors, LLC $369.8M · Berkeley, CA+ American Fundstars $332.7M · Irvine, CA+ Oliveira Wealth $332.4M · Modesto, CA
Century City, CA
Menlo Park, CA
Newport Beach, CA
Assets under management$351.1M$369.7M$369M
Asset growth, last 2 years+18%+31%+19%
Advisory staff615
Individual clients23639266
Assets per client$1.5M$9.5M$1.4M
Clients per advisor393953
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio416

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 LLCYosemite Capital Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Sitrin Capital Management, LLC: Schwab · Menlo Advisors LLC: Schwab · Yosemite Capital Management: Schwab