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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 Torrey Growth & Income Advisors, LLC (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Malaga Cove Capital, LLC $310.9M · Palos Verdes Estates, CA+ Guardian Investment Management $310.3M · Tiburon, CA
Del Mar, CA
San Francisco, CA
Houston, TX
Assets under management$328.4M$346.7M$344.8M
Asset growth, last 2 years+8%+78%+30%
Advisory staff365
Individual clients293141205
Assets per client$1.1M$2.5M$1.7M
Clients per advisor982441
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack–3–
People on Advicer.bio555

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

ToolTorrey Growth & Income Advisors, LLCCitrine CapitalRhp Wealth Management
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Torrey Growth & Income Advisors, LLC: Schwab · Citrine Capital: Schwab · Rhp Wealth Management: Schwab