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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 Waller Financial Coaching (swap one in):+ Kuleana Wealth Advisors $95.6M · Los Altos, CA+ Docsa Capital Management, Inc. $95.4M · Portage, MI+ Veritas Financial Consulting LLC $86.2M · Monrovia, CA+ Ocean Avenue Wealth Management $85.9M · Santa Monica, CA
Chico, CA
Palo Alto, CA
Montrose, CA
Assets under management$90.9M$96M$86M
Asset growth, last 2 years–––
Advisory staff212
Individual clients6740296
Assets per client$1.4M$2.4M$290K
Clients per advisor3440148
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio112

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

ToolWaller Financial CoachingMeyers Wealth ManagementVon Adelung Wealth Management
Schedule Apps
Calendly–Uses it–