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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 Stonebridge Capital Management Inc (swap one in):+ Bulman Wealth Group $283M · Roseville, CA+ Cooper Capital Group $282.9M · Encinitas, CA+ Pathwise $255M · Walnut Creek, CA+ Grant Private Wealth Management $255M · Pleasanton, CA
Los Angeles, CA
Kentfield, CA
La Jolla, CA
Assets under management$268.7M$282.5M$282.3M
Asset growth, last 2 years−8%+36%+26%
Advisory staff523
Individual clients20974177
Assets per client$1.3M$3.8M$1.6M
Clients per advisor423759
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack––2
People on Advicer.bio1–2

From each firm's latest Form ADV (Apr 2026, Feb 2026, Jul 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.

ToolStonebridge Capital Management IncHoertkorn Richard CharlesCarter Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Stonebridge Capital Management Inc: Schwab, Wells Fargo · Hoertkorn Richard Charles: Schwab · Carter Financial, LLC: Schwab