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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 Wang Financial, LLC (swap one in):+ Hawley Advisors $74.2M · Walnut Creek, CA+ Farrell Financial, Inc. $73.7M · Thousand Oaks, CA+ Advent Capital LLC $66.6M · Roseville, CA+ La Jolla Asset Management, Inc. $66.4M · San Diego, CA
Santa Barbara, CA
Westlake Village, CA
Anderson, CA
Assets under management$70.2M$74.1M$66.2M
Asset growth, last 2 years−5%––
Advisory staff322
Individual clients4413145
Assets per client$1.6M$5.7M$456K
Clients per advisor15773
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack11–
People on Advicer.bio212

From each firm's latest Form ADV (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

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.

ToolWang Financial, LLCMfac Financial Advisors, Inc.Morris Wealth Management
Website Builders
WixUses itUses it–

Custodians on Form ADV: Wang Financial, LLC: Schwab · Mfac Financial Advisors, Inc.: none listed · Morris Wealth Management: none listed