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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 Wimmer Associates LLC (swap one in):+ Weinberger Asset Management, Inc $503.6M · Los Angeles, CA+ Private Wealth Solutions, LLC $500M · Calabasas, CA+ Private Wealth Advisors $451.2M · Fresno, CA+ Kinetic Investment Management, Inc. $450.9M · Los Angeles, CA
Pasadena, CA
Walnut Creek, CA
Newport Beach, CA
Assets under management$475.9M$502.5M$452.1M
Asset growth, last 2 years+21%+57%+46%
Advisory staff422
Individual clients143225421
Assets per client$3.3M$2.2M$1.1M
Clients per advisor36113211
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–22
People on Advicer.bio124

From each firm's latest Form ADV (Apr 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.

ToolWimmer Associates LLCBoltwood Capital ManagementRba Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Wimmer Associates LLC: Schwab, Fidelity · Boltwood Capital Management: Schwab · Rba Wealth Management, LLC: Schwab