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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 The Salvetti Group (swap one in):+ Diversifi Capital Inc $671.4M · Los Altos, CA+ Elevation Wealth Partners, LLC $670.7M · Walnut Creek, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA
Sacramento, CA
Folsom, CA
San Diego, CA
Assets under management$633.7M$671M$597.2M
Asset growth, last 2 years+30%+43%+101%
Advisory staff464
Individual clients590827793
Assets per client$1.1M$811K$753K
Clients per advisor148138198
Main custodianRaymond James–Schwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack1–6
People on Advicer.bio686

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

ToolThe Salvetti GroupPlanned Solutions, Inc.Measured Risk Portfolios
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Raymond JamesUses it––
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Salvetti Group: Raymond James · Planned Solutions, Inc.: none listed · Measured Risk Portfolios: Schwab