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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 Wismar Financial (swap one in):+ Sachi Financial Planning $5.8M+ Nelson Financial Services $5.8M+ Shanzer Management $5.2M+ 361 Financial Planning, Inc. $5.2M · Walnut Creek, CA
Carlsbad, CA
San Diego, CA
Assets under management$5.5M$5.8M$5.2M
Asset growth, last 2 years––+109%
Advisory staff211
Individual clients175205
Assets per client$324K$1.2M$25K
Clients per advisor95205
Main custodian––Interactive Brokers
Filing with the SEC since202620262021
Tools in their stack––1
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Mar 2026, Feb 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.

ToolWismar FinancialKalo Capital Management, LLCAlphaai Capital Management
Website Builders
Webflow––Uses it

Custodians on Form ADV: Wismar Financial: none listed · Kalo Capital Management, LLC: none listed · Alphaai Capital Management: Interactive Brokers