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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):+ Cooper Capital Group $282.9M · Encinitas, CA+ Carter Financial, LLC $282.3M · La Jolla, CA+ Grant Private Wealth Management $255M · Pleasanton, CA+ Acap Asset Management, Inc. $255M · Studio City, CA
Los Angeles, CA
Kentfield, CA
Walnut Creek, CA
Assets under management$268.7M$282.5M$255M
Asset growth, last 2 years−8%+36%+104%
Advisory staff522
Individual clients20974141
Assets per client$1.3M$3.8M$1.8M
Clients per advisor423771
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––4
People on Advicer.bio1–2

From each firm's latest Form ADV (Apr 2026, Feb 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 CharlesPathwise
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

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