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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 Wescap Group (swap one in):+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA+ Atlas Capital Advisors Inc. $1.15B · San Francisco, CA+ Banyan Tree Asset Management, LLC $1.03B · Torrance, CA+ Navigation Group LLC $1.01B · Redwood Shores, CA
Glendale, CA
San Francisco, CA
Los Angeles, CA
Assets under management$1.09B$1.16B$1.16B
Asset growth, last 2 years+18%+16%+16%
Advisory staff1339
Individual clients3212501,054
Assets per client$3.4M$4.6M$1.1M
Clients per advisor2583117
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio6–11

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

ToolWescap GroupJacobs & Company, LLCL & S Advisors, Inc
Client File Sharing
ShareFileUses it––
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Wescap Group: Schwab · Jacobs & Company, LLC: Schwab · L & S Advisors, Inc: Schwab, Fidelity, Wells Fargo