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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 Treehouse Wealth Advisors (swap one in):+ American Investors Co $630.7M · San Ramon, CA+ Ariadne Wealth Management, LP $627.3M · Santa Barbara, CA+ Jackson Square Capital, LLC $564.3M · San Francisco, CA+ Tortuga Advisers LLC $563.5M · Simi Valley, CA
Walnut Creek, CA
Foster City, CA
Westlake Village, CA
Assets under management$597.1M$630.3M$566.1M
Asset growth, last 2 years+223%+25%–
Advisory staff543
Individual clients267191328
Assets per client$2.2M$3.3M$1.7M
Clients per advisor5348109
Main custodianSchwabSchwab–
Filing with the SEC since20182012 or earlier2024
Tools in their stack212
People on Advicer.bio533

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

ToolTreehouse Wealth AdvisorsNeumann Capital ManagementAlteri Wealth
Portfolio Management
Envestnet–Uses it–
OrionUses it––
CRM
SS&C Black Diamond––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Treehouse Wealth Advisors: Schwab · Neumann Capital Management: Schwab · Alteri Wealth: none listed