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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 Financial (swap one in):+ Essential Partners LLC $401.1M · Rancho Santa Fe,, CA+ Insight Strategic Wealth LLC $401M · Knoxville, TN+ Presper Financial Architects, LLC $362.6M · Akron, OH+ Goldman Lancaster, Inc. $360.5M · Long Beach, CA
Carslbad, CA
San Rafael, CA
Santa Monica, CA
Assets under management$381.8M$402.6M$360.9M
Asset growth, last 2 years+37%+22%−7%
Advisory staff638
Individual clients545231294
Assets per client$701K$1.7M$1.2M
Clients per advisor917737
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio325

From each firm's latest Form ADV (Apr 2026, Oct 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 FinancialCapital Trust AdvisorsSierra Investment Management, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it–Uses it

Custodians on Form ADV: Wwm Financial: Schwab · Capital Trust Advisors: Schwab · Sierra Investment Management, LLC: Schwab