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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 West Wealth Group, LLC (swap one in):+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA+ Warren Street Wealth Advisors, LLC $656.1M · Irvine, CA+ Riley Friedman Asset Management $584.8M · Los Altos, CA+ Pathview Wealth Advisors $583M · San Diego, CA
Irvine, CA
Los Angeles, CA
St. Helena, CA
Assets under management$616.7M$655.8M$654.8M
Asset growth, last 2 years+77%+43%+10%
Advisory staff1333
Individual clients2,7363097
Assets per client$225K$21.9M$6.8M
Clients per advisor2101032
Main custodianSchwabFidelityPershing
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio184–

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

ToolWest Wealth Group, LLCBmb Advisers LLCRbo & Co, LLC
Client File Sharing
ShareFileUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: West Wealth Group, LLC: Schwab · Bmb Advisers LLC: Fidelity, RBC · Rbo & Co, LLC: Pershing