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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+ Oxford Wealth Management $109.6M · Lindon, UT+ Royal American Financial Advisors, LLC $98.9M · Menifee, CA+ Havaplan Financial $98.6M · Newport Beach, CA
Santa Monica, CA
Newport Beach, CA
Santa Rosa, CA
Assets under management$104.3M$110M$110M
Asset growth, last 2 years+112%+18%–
Advisory staff211
Individual clients8240124
Assets per client$1.3M$2.8M$887K
Clients per advisor4140124
Main custodianSchwabSchwab–
Filing with the SEC since201920212026
Tools in their stack–13
People on Advicer.bio211

From each firm's latest Form ADV (Feb 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.

ToolWellacre Global Wealth AdvisorsWerlemann Wealth ManagementRidgeview Financial Planning
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it

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