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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+ Pathview Wealth Advisors $583M · San Diego, CA
San Diego, CA
Los Angeles, CA
Newport Beach, CA
Assets under management$615.7M$655.8M$657.3M
Asset growth, last 2 years+6%+43%+2%
Advisory staff2311
Individual clients6030306
Assets per client$10.3M$21.9M$2.1M
Clients per advisor301028
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–3
People on Advicer.bio148

From each firm's latest Form ADV (Jan 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.

ToolStolper & Co., Inc.Bmb Advisers LLCSpectrum Asset Management Inc
CRM
Envestnet TamaracUses it–Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Stolper & Co., Inc.: Schwab · Bmb Advisers LLC: Fidelity, RBC · Spectrum Asset Management Inc: Schwab