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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+ Tortuga Advisers LLC $563.5M · Simi Valley, CA
Walnut Creek, CA
Foster City, CA
San Francisco, CA
Assets under management$597.1M$630.3M$564.3M
Asset growth, last 2 years+223%+25%+43%
Advisory staff545
Individual clients267191605
Assets per client$2.2M$3.3M$933K
Clients per advisor5348121
Main custodianSchwabSchwabPershing
Filing with the SEC since20182012 or earlier2019
Tools in their stack212
People on Advicer.bio535

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

ToolTreehouse Wealth AdvisorsNeumann Capital ManagementJackson Square Capital, LLC
Portfolio Management
OrionUses it–Uses it
Envestnet–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Treehouse Wealth Advisors: Schwab · Neumann Capital Management: Schwab · Jackson Square Capital, LLC: Pershing, Schwab