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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 Tortuga Advisers LLC (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Triagen Wealth Management LLC $535.2M · Calabasas, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA
Simi Valley, CA
San Diego, CA
Columbus, OH
Assets under management$563.5M$597.2M$592.1M
Asset growth, last 2 years+17%+101%+49%
Advisory staff144
Individual clients39793220
Assets per client$14.4M$753K$2.7M
Clients per advisor3919855
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–61
People on Advicer.bio–64

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

ToolTortuga Advisers LLCMeasured Risk PortfoliosGerber, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Tortuga Advisers LLC: none listed · Measured Risk Portfolios: Schwab · Gerber, LLC: Fidelity