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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+ 10elms LLP $120.6M · Tulsa, OK+ Lanyon Advisory Services $109M · Del Mar, CA+ Trinity Asset Management Co. $109M · Los Angeles, CA
Torrance, CA
Santa Monica, CA
Assets under management$114.8M$121.4M$120.6M
Asset growth, last 2 years+3%+3%+11%
Advisory staff211
Individual clients5016121
Assets per client$2.3M$7.6M$997K
Clients per advisor2516121
Main custodian–Schwab–
Filing with the SEC since20172012 or earlier2016
Tools in their stack–––
People on Advicer.bio2––

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: South Bay Financial Partners: none listed · Matrix Planning Inc: Schwab · Apogee Investment Management: none listed