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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+ Jsf Financial, LLC $1.97B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA
San Diego, CA
San Diego, CA
Savannah, GA
Assets under management$1.87B$2.02B$1.97B
Asset growth, last 2 years+123%+11%+22%
Advisory staff608111
Individual clients3,91814,084621
Assets per client$478K$143K$3.2M
Clients per advisor6517456
Main custodianCetera Investment Services LLC–Schwab
Filing with the SEC since20232012 or earlier2015
Tools in their stack–12
People on Advicer.bio679613

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, LLCThe Fiduciary Group
CRM
HubSpot––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 · The Fiduciary Group: Schwab, Fidelity