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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):+ Cedarstone Advisors $198.4M · Thousand Oaks, CA+ Aps Investment Management Group $197.2M · Jackson, CA+ M Wealth Management, LLC $177.6M · San Diego, CA+ Torrey Wealth, LLC $176.7M · San Diego, CA
Carmel, CA
Stockton, CA
Folsom, CA
Assets under management$187.4M$197.5M$177.7M
Asset growth, last 2 years+17%+62%−28%
Advisory staff412
Individual clients83430180
Assets per client$2.3M$459K$987K
Clients per advisor2143090
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack2–2
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, LLCGasber Financial Advisors, Inc
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Topturn Capital, LLC: Schwab · Attentive Investments, LLC: Schwab · Gasber Financial Advisors, Inc: Schwab