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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):+ L & S Advisors, Inc $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
Gilbert, AZ
Assets under management$1.09B$1.16B$1.03B
Asset growth, last 2 years+18%+16%+71%
Advisory staff1336
Individual clients321250503
Assets per client$3.4M$4.6M$2.1M
Clients per advisor258384
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio6–9

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jul 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, LLCWatts Gwilliam & Company, LLC
Client File Sharing
ShareFileUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Wescap Group: Schwab · Jacobs & Company, LLC: Schwab · Watts Gwilliam & Company, LLC: none listed