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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
Irvine, CA
Assets under management$144.8M$152.6M$136.9M
Asset growth, last 2 years+17%+12%+283%
Advisory staff312
Individual clients136111114
Assets per client$1.1M$1.4M$1.2M
Clients per advisor4511157
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–42
People on Advicer.bio412

From each firm's latest Form ADV (Jul 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.

ToolWulff, Hansen & Co.Garner Financial ManagementCooke Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion–Uses itUses it
Retirement Planning
Income Solver–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wulff, Hansen & Co.: Schwab · Garner Financial Management: Fidelity, Schwab · Cooke Wealth Management, LLC: none listed