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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 Veda Financial Investment Advisory (swap one in):+ Dorsey Wealth Management, LLC $58.4M · Torrance, CA+ Sodium Advisors Inc. $57.9M · Santa Clara, CA+ New Assets Investment Advisors LLC $52.2M · Milpitas, CA+ Templeman Wealth Management Inc. $52M · Rancho Santa Margarita, CA
Newport Beach, CA
San Luis Obispo, CA
Monrovia, CA
Assets under management$55M$58.1M$58.3M
Asset growth, last 2 years––+46%
Advisory staff1131
Individual clients5596114
Assets per client$1M$605K$512K
Clients per advisor55964
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–2–
People on Advicer.bio2133

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

ToolVeda Financial Investment AdvisoryRight Brain MoneyTransglobal Advisory, LLC
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Veda Financial Investment Advisory: none listed · Right Brain Money: none listed · Transglobal Advisory, LLC: Schwab, Interactive Brokers