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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):+ Ar Asset Management, Inc. $702.4M · West Hollywood, CA+ Safeguard Investment Advisory Group, LLC $702.3M · Corona, CA+ Ariadne Wealth Management, LP $627.3M · Santa Barbara, CA+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA
Newport Beach, CA
Irvine, CA
Los Angeles, CA
Assets under management$662.4M$699.4M$697.8M
Asset growth, last 2 years+40%+124%+55%
Advisory staff793
Individual clients190683447
Assets per client$3.5M$1M$1.6M
Clients per advisor2776149
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620162017
Tools in their stack322
People on Advicer.bio5103

From each firm's latest Form ADV (Mar 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, LLCHamilton Wealth, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Westshore Wealth: Schwab · Tempus Wealth Planning, LLC: Schwab · Hamilton Wealth, LLC: Schwab