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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 Wellacre Global Wealth Advisors (swap one in):+ Lockerman Financial Group, Inc $110.1M · Newport Beach, CA+ Ridgeview Financial Planning $110M · Santa Rosa, CA+ Royal American Financial Advisors, LLC $98.9M · Menifee, CA+ Peak Wealth Advisors, Inc. $98.6M · San Luis Obispo, CA
Santa Monica, CA
Newport Beach, CA
Newport Beach, CA
Assets under management$104.3M$110M$98.6M
Asset growth, last 2 years+112%+18%–
Advisory staff212
Individual clients824073
Assets per client$1.3M$2.8M$1.4M
Clients per advisor414037
Main custodianSchwabSchwab–
Filing with the SEC since201920212026
Tools in their stack–11
People on Advicer.bio212

From each firm's latest Form ADV (Feb 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.

ToolWellacre Global Wealth AdvisorsWerlemann Wealth ManagementHavaplan Financial
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Wellacre Global Wealth Advisors: Schwab · Werlemann Wealth Management: Schwab · Havaplan Financial: none listed