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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 Twin Lakes Capital (swap one in):+ Yoder Wealth Management $331.2M · Walnut Creek, CA+ Insight Capital Management $330.5M · Concord, CA+ Dovetail Financial Group LLC $298.9M · Wilmington, NC+ Physician Wealth Solutions $298.9M
Redwood Shores, CA
San Diego, CA
Alamo, CA
Assets under management$314.7M$331.2M$296.9M
Asset growth, last 2 years+18%+26%+44%
Advisory staff273
Individual clients832,690190
Assets per client$3.8M$123K$1.6M
Clients per advisor4238463
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820202012 or earlier
Tools in their stack–11
People on Advicer.bio2102

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

ToolTwin Lakes CapitalCopley Financial Group, Inc.Pring Turner
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Twin Lakes Capital: Schwab · Copley Financial Group, Inc.: Schwab · Pring Turner: Schwab