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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 Stolper & Co., Inc. (swap one in):+ Warren Street Wealth Advisors, LLC $656.1M · Irvine, CA+ Rbo & Co, LLC $654.8M · St. Helena, CA+ Riley Friedman Asset Management $584.8M · Los Altos, CA+ Avalon Capital Management $582.2M · Menlo Park, CA
San Diego, CA
Los Angeles, CA
San Diego, CA
Assets under management$615.7M$655.8M$583M
Asset growth, last 2 years+6%+43%+7%
Advisory staff236
Individual clients6030362
Assets per client$10.3M$21.9M$1.6M
Clients per advisor301060
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack2––
People on Advicer.bio146

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

ToolStolper & Co., Inc.Bmb Advisers LLCPathview Wealth Advisors
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Stolper & Co., Inc.: Schwab · Bmb Advisers LLC: Fidelity, RBC · Pathview Wealth Advisors: Schwab