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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 Whelan Financial (swap one in):+ North Berkeley Wealth Management, LLC $829.8M · Berkeley, CA+ Flc Capital Advisors $822.2M · Palm Desert, CA+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Clarity Wealth Advisors $732.9M · San Jose, CA
Fresno, CA
Los Angeles, CA
San Francisco, CA
Assets under management$781.8M$828.7M$741.6M
Asset growth, last 2 years+73%+54%+36%
Advisory staff7810
Individual clients470637499
Assets per client$1.7M$1.3M$1.5M
Clients per advisor678050
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack312
People on Advicer.bio789

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

ToolWhelan FinancialMason & Associates, Inc.Mission Creek Capital Partners, Inc.
CRM
Salesforce––Uses it
SS&C Black Diamond––Uses it
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Whelan Financial: Schwab · Mason & Associates, Inc.: Schwab · Mission Creek Capital Partners, Inc.: Schwab, Fidelity