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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 Wealthspring (swap one in):+ Harold Davidson & Associates, Inc $390.5M · Los Angeles, CA+ Avisen Advisors, LLC $389M · Sacramento, CA+ Sitrin Capital Management, LLC $351.1M · Century City, CA+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA
Long Beach, CA
San Diego, CA
San Diego, CA
Assets under management$370.2M$389.6M$351.2M
Asset growth, last 2 years+23%+84%+22%
Advisory staff334
Individual clients40984175
Assets per client$905K$4.6M$2M
Clients per advisor1362844
Main custodianFidelitySchwab–
Filing with the SEC since202220222012 or earlier
Tools in their stack–22
People on Advicer.bio563

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

ToolWealthspringPacific Point Advisors, LLCDean Roland Russell, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Wealthspring: Fidelity · Pacific Point Advisors, LLC: Schwab · Dean Roland Russell, LLC: none listed