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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 Topturn Capital, LLC (swap one in):+ Aps Investment Management Group $197.2M · Jackson, CA+ Rei Wealth Management $196.8M+ Gasber Financial Advisors, Inc $177.7M · Folsom, CA+ M Wealth Management, LLC $177.6M · San Diego, CA
Carmel, CA
Stockton, CA
Thousand Oaks, CA
Assets under management$187.4M$197.5M$198.4M
Asset growth, last 2 years+17%+62%+32%
Advisory staff413
Individual clients83430191
Assets per client$2.3M$459K$1M
Clients per advisor2143064
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack2–3
People on Advicer.bio312

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

ToolTopturn Capital, LLCAttentive Investments, LLCCedarstone Advisors
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
TAMP
Savant Wealth Partners––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Topturn Capital, LLC: Schwab · Attentive Investments, LLC: Schwab · Cedarstone Advisors: Schwab