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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):+ Fairview Capital $2.03B · Greenbrae, 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
Los Angeles, CA
Assets under management$1.87B$2.02B$1.97B
Asset growth, last 2 years+123%+11%+34%
Advisory staff608113
Individual clients3,91814,084791
Assets per client$478K$143K$2.5M
Clients per advisor6517461
Main custodianCetera Investment Services LLC–Fidelity
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio679612

From each firm's latest Form ADV (Sep 2026, Jul 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, LLCJsf Financial, LLC
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Sovran Advisors, LLC: Cetera Investment Services LLC · Madison Avenue Securities, LLC: none listed · Jsf Financial, LLC: Fidelity