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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 Tarbox Family Office, Inc. (swap one in):+ Navigation Group LLC $1.01B · Redwood Shores, CA+ Aire Advisors, LLC $1.01B · Beverly Hills, CA+ Christopher Weil & Co Inc $896.2M · San Diego, CA+ Vance Wealth $893.6M · Santa Clarita, CA
Newport Beach, CA
Pleasanton, CA
Sonoma, CA
Assets under management$953.7M$1.01B$1.01B
Asset growth, last 2 years+9%+51%+4%
Advisory staff6712
Individual clients2086472,815
Assets per client$4.6M$1.6M$359K
Clients per advisor3592235
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20142019
Tools in their stack–3–
People on Advicer.bio6913

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

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.

ToolTarbox Family Office, Inc.Mirador Capital PartnersFermata Advisors
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Tarbox Family Office, Inc.: Schwab · Mirador Capital Partners: Schwab · Fermata Advisors: Schwab