Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Tiemann Investment Advisors, LLC (swap one in):+ Sierra Investment Management, LLC $360.9M · Santa Monica, CA+ Point Windward Advisors, Inc. $358.6M · New York, NY+ Pacific Sun Financial Corp $323M · Los Angeles, CA+ Shum Financial Group, Inc. $322M · Alameda, CA
Menlo Park, CA
Long Beach, CA
Burbank, CA
Assets under management$341.1M$360.5M$358.4M
Asset growth, last 2 years+13%+21%+19%
Advisory staff135
Individual clients98380347
Assets per client$3.5M$949K$1M
Clients per advisor9812769
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–––
People on Advicer.bio135

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jul 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: Tiemann Investment Advisors, LLC: Schwab, Fidelity · Goldman Lancaster, Inc.: LPL Financial · California Capital Management: Schwab