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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 Wulff, Hansen & Co. (swap one in):+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA+ Dimensions Wealth Management, LLC $152.1M · Roseville, CA+ Wallender, Timothy Joseph $137.3M · Manhattan Beach, CA+ Ascension Wealth Partners, LLC $136.9M · Pleasant Hill, CA
San Rafael, CA
Lafayette, CA
Mountain View, CA
Assets under management$144.8M$152.6M$153.4M
Asset growth, last 2 years+17%+12%+14%
Advisory staff3118
Individual clients1361111,043
Assets per client$1.1M$1.4M$147K
Clients per advisor4511158
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–4–
People on Advicer.bio414

From each firm's latest Form ADV (Jul 2026, Feb 2026, Jun 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.

ToolWulff, Hansen & Co.Garner Financial ManagementArta Finance
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion–Uses it–
Retirement Planning
Income Solver–Uses it–

Custodians on Form ADV: Wulff, Hansen & Co.: Schwab · Garner Financial Management: Fidelity, Schwab · Arta Finance: Pershing