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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 Wwm Advisory Inc. (swap one in):+ Krane Financial Solutions $295M · Calabasas, CA+ M.c. Byrd Wealth Management, LLC $294.2M · Bellville, TX+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA+ Bernzott Capital Advisors $265.4M · Camarillo, CA
Culver City, CA
Alamo, CA
San Diego, CA
Assets under management$280.1M$296.9M$263.3M
Asset growth, last 2 years+63%+44%+77%
Advisory staff232
Individual clients54190678
Assets per client$5.2M$1.6M$388K
Clients per advisor2763339
Main custodianVanguardSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–12
People on Advicer.bio224

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

ToolWwm Advisory Inc.Pring TurnerChokshi & Queen Wealth Advisors
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Wwm Advisory Inc.: Vanguard, Morgan Stanley, Merrill · Pring Turner: Schwab · Chokshi & Queen Wealth Advisors: Schwab