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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 Sp Asset Management LLC (swap one in):+ Feldman, Ingardona & Co $1.99B · Downers Grove, IL+ Raymond James (USA) LTD $1.99B · Vancouver+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA+ Hbw Advisory Services LLC $1.75B · Simi Valley, CA
Cupertino, CA
Greenbrae, CA
San Diego, CA
Assets under management$1.9B$2.03B$2.02B
Asset growth, last 2 years+36%+15%+11%
Advisory staff3881
Individual clients20724114,084
Assets per client$9.2M$8.4M$143K
Clients per advisor6930174
Main custodianFidelitySchwab–
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio3–96

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolSp Asset Management LLCFairview CapitalMadison Avenue Securities, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Sp Asset Management LLC: Fidelity, Schwab · Fairview Capital: Schwab, Northern Trust · Madison Avenue Securities, LLC: none listed