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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 South Bay Financial Partners (swap one in):+ Life Strategies, Inc. $121.2M · Cardiff, CA+ Apogee Investment Management $120.6M+ Lanyon Advisory Services $109M · Del Mar, CA+ Trinity Asset Management Co. $109M · Los Angeles, CA
Torrance, CA
Santa Monica, CA
Tulsa, OK
Assets under management$114.8M$121.4M$120.6M
Asset growth, last 2 years+3%+3%–
Advisory staff213
Individual clients501637
Assets per client$2.3M$7.6M$3.3M
Clients per advisor251612
Main custodian–SchwabSchwab
Filing with the SEC since20172012 or earlier2024
Tools in their stack––1
People on Advicer.bio2–4

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolSouth Bay Financial PartnersMatrix Planning Inc10elms LLP
Website Builders
Wix––Uses it

Custodians on Form ADV: South Bay Financial Partners: none listed · Matrix Planning Inc: Schwab · 10elms LLP: Schwab