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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 Soesbe Financial (swap one in):+ Appaloosa Wealth Management LLC $88.6M · Independence, OH+ Park Capital Group, Inc. $88.6M+ Nardene Wealth Management Inc $80M · Brentwood, CA+ Walstad Investment Counsel, Inc. $79.8M · Santa Barbara, CA
Sacramento, CA
Laguna Hills, CA
Pasadena, CA
Assets under management$84.4M$89.4M$88.8M
Asset growth, last 2 years––+2,719%
Advisory staff121
Individual clients45188133
Assets per client$1.9M$475K$667K
Clients per advisor4594133
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack2––
People on Advicer.bio131

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

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.

ToolSoesbe FinancialEmerald Blue AdvisorsFavor Wealth Advisors, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Soesbe Financial: none listed · Emerald Blue Advisors: none listed · Favor Wealth Advisors, LLC: Schwab