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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 Summa Global Advisors, LLC (swap one in):+ Red Crane Wealth Management, LLC $151.6M · Palo Alto, CA+ True Wealth Group $151.4M · Bend, OR+ Ascension Wealth Partners, LLC $136.9M · Pleasant Hill, CA+ Capitol Family Office, Inc. $136.1M · Beaverton, OR
Clackamas, OR
Hillsboro, OR
Maitland, FL
Assets under management$144.1M$152.2M$151.4M
Asset growth, last 2 years+4%−31%−0%
Advisory staff222
Individual clients125271850
Assets per client$1.2M$562K$178K
Clients per advisor63136425
Main custodianSchwabSEIEtc Brokerage Services, LLC
Filing with the SEC since2012 or earlier20212023
Tools in their stack–––
People on Advicer.bio223

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Summa Global Advisors, LLC: Schwab, Fidelity · Wellspring Advisors, Inc.: SEI, Capital Client Group, Inc. · Cramer & Rauchegger, Inc.: Etc Brokerage Services, LLC, Schwab