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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 Spectrum Financial Management (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ Sherwood Financial Partners, LLC $293.8M · Westlake Village, CA+ Chokshi & Queen Wealth Advisors $263.3M · San Diego, CA+ Harmony Point Wealth Advisors, Inc. $263.2M · Irvine, CA
San Rafael, CA
San Mateo, CA
Sacramento, CA
Assets under management$278.1M$293.5M$293.4M
Asset growth, last 2 years+22%+24%+13%
Advisory staff223
Individual clients150259128
Assets per client$1.9M$1.1M$2.3M
Clients per advisor7513043
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack2–1
People on Advicer.bio221

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

ToolSpectrum Financial ManagementPrivate Portfolios, Inc.Tate Private Wealth Advisers
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Spectrum Financial Management: Schwab · Private Portfolios, Inc.: Fidelity · Tate Private Wealth Advisers: Schwab, Fidelity