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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+ Alteri Wealth $566.1M · Westlake Village, CA+ Jackson Square Capital, LLC $564.3M · San Francisco, CA
Walnut Creek, CA
Foster City, CA
Palm Desert, CA
Assets under management$597.1M$630.3M$631.9M
Asset growth, last 2 years+223%+25%+44%
Advisory staff546
Individual clients267191333
Assets per client$2.2M$3.3M$1.9M
Clients per advisor534856
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2017
Tools in their stack21–
People on Advicer.bio536

From each firm's latest Form ADV (Apr 2026, Aug 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 ManagementFortem Financial Group, LLC
Portfolio Management
Envestnet–Uses it–
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Treehouse Wealth Advisors: Schwab · Neumann Capital Management: Schwab · Fortem Financial Group, LLC: Schwab