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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 Sovran Advisors, LLC (swap one in):+ Jsf Financial, LLC $1.97B · Los Angeles, CA+ The Fiduciary Group $1.97B · Savannah, GA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA
San Diego, CA
San Diego, CA
Greenbrae, CA
Assets under management$1.87B$2.02B$2.03B
Asset growth, last 2 years+123%+11%+15%
Advisory staff60818
Individual clients3,91814,084241
Assets per client$478K$143K$8.4M
Clients per advisor6517430
Main custodianCetera Investment Services LLC–Schwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio6796–

From each firm's latest Form ADV (Sep 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.

ToolSovran Advisors, LLCMadison Avenue Securities, LLCFairview Capital
CRM
Envestnet Tamarac––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Sovran Advisors, LLC: Cetera Investment Services LLC · Madison Avenue Securities, LLC: none listed · Fairview Capital: Schwab, Northern Trust