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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 Westshore Wealth (swap one in):+ Safeguard Investment Advisory Group, LLC $702.3M · Corona, CA+ Hamilton Wealth, LLC $697.8M · Los Angeles, CA+ Ariadne Wealth Management, LP $627.3M · Santa Barbara, CA+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA
Newport Beach, CA
Irvine, CA
West Hollywood, CA
Assets under management$662.4M$699.4M$702.4M
Asset growth, last 2 years+40%+124%+23%
Advisory staff794
Individual clients190683118
Assets per client$3.5M$1M$6M
Clients per advisor277630
Main custodianSchwabSchwabFidelity
Filing with the SEC since201620162012 or earlier
Tools in their stack32–
People on Advicer.bio5103

From each firm's latest Form ADV (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

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.

ToolWestshore WealthTempus Wealth Planning, LLCAr Asset Management, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Westshore Wealth: Schwab · Tempus Wealth Planning, LLC: Schwab · Ar Asset Management, Inc.: Fidelity, Schwab, Wells Fargo