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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 Zermatt Wealth Advisors (swap one in):+ Advanced Portfolio Strategies $217.4M · Torrance, CA+ Sheridan Capital Management, LLC $217.2M+ Golden Gate Personal Financial Planning $195.9M · San Francisco, CA+ Plan Financial $195.4M · Fresno, CA
San Diego, CA
Los Angeles, CA
San Diego, CA
Assets under management$206.9M$218M$196.2M
Asset growth, last 2 years+20%+21%+46%
Advisory staff224
Individual clients260120170
Assets per client$796K$1.8M$1.2M
Clients per advisor1306043
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020162022
Tools in their stack112
People on Advicer.bio225

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

ToolZermatt Wealth AdvisorsAllstreet Capital LLCReyes Financial Architecture Inc.
CRM
SS&C Black DiamondUses it–Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Zermatt Wealth Advisors: Schwab · Allstreet Capital LLC: Fidelity · Reyes Financial Architecture Inc.: Schwab