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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 Westlake Capital Inc (swap one in):+ D.a. Flowers & Company, LLC $50M · Berkeley, CA+ Capital Wealth Strategies, LLC $50M · Santa Barbara, CA+ Pacific Haven Financial, LLC $45M · Torrance, CA+ Tl-B Capital Management $45M · San Francisco, CA
Westlake Village, CA
Danville, CA
La Jolla, CA
Assets under management$47.4M$50M$50M
Asset growth, last 2 years––−27%
Advisory staff119
Individual clients134537
Assets per client$3.6M$1.1M$1.4M
Clients per advisor13454
Main custodian–––
Filing with the SEC since202520262012 or earlier
Tools in their stack–21
People on Advicer.bio1–9

From each firm's latest Form ADV (Dec 2025, Mar 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

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.

ToolWestlake Capital IncManetta WealthPrivate Portfolio of San Diego
CRM
Slant (Slant CRM)–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly–Uses it–