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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 Surya Capital, LLC (swap one in):+ Aligned Advisors $29M · Oceanside, CA+ Polygon Investment Management $28.7M+ Herges Capital Management $25.9M · San Diego, CA+ Berger Asset Management, Inc. $25.8M · Turlock, CA
Irvine, CA
Hermosa Beach, CA
Dallas, TX
Assets under management$27.4M$28.9M$28.7M
Asset growth, last 2 years–––
Advisory staff011
Individual clients205836
Assets per client$1.4M$499K$798K
Clients per advisor–5836
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–––
People on Advicer.bio–21

From each firm's latest Form ADV (Jan 2026, Oct 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

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