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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 Stirling Financial Group (swap one in):+ Clutinger Williams & Verhoye Inc $190.2M · San Diego, CA+ Altruist Advisors LLC $190M · Culver City, CA+ Taylor Wealth Management, LLC $170.5M · Torrance, CA+ Igw Advisory Investment Management LLC $170.5M · Los Angeles, CA
San Diego, CA
La Jolla, CA
Menlo Park, CA
Assets under management$179.7M$188.9M$188.9M
Asset growth, last 2 years–+28%+490%
Advisory staff221
Individual clients28816622
Assets per client$624K$1.1M$8.6M
Clients per advisor1448322
Main custodianLPL FinancialLPL Financial–
Filing with the SEC since202420182017
Tools in their stack121
People on Advicer.bio221

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

ToolStirling Financial GroupHamilton Manor & AssociatesPortola Creek Capital
Client File Sharing
Box–Uses it–
Custodial Platform
LPL Financial (ClientWorks)Uses itUses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Stirling Financial Group: LPL Financial · Hamilton Manor & Associates: LPL Financial · Portola Creek Capital: none listed