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RIA comparison · SEC Form ADV

Comprehensive Financial Management LLC vs WE Family Offices

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Comprehensive Financial Management LLC is the larger of the two, with $19B in regulatory assets to $18B at WE Family Offices, 4% more than its rival, by their latest Form ADV filings. WE Family Offices reports more individual clients (112 vs 13), while Comprehensive Financial Management LLC’s clients hold more on average (about $1.3B each against $159 million). Comprehensive Financial Management LLC is based in LOS Gatos, California and WE Family Offices in Coral Gables, Florida.

FigureComprehensive Financial Management LLCWE Family Offices
Regulatory AUM$19B$18B
National rank#52#54
HeadquartersLOS Gatos, CaliforniaCoral Gables, Florida
Individual clients13112
High-net-worth clients13112
Average client assets$1.3B$159 million
Accounts30112
Discretionary100% of AUM0% of AUM
Employees3865
Advisory staff1535
Clients per advisory employee13
Offices12
Form ADV filed2026-03-312026-04-21

Comprehensive Financial Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • Hourly charges
  • Fixed fees
  • Performance-based fees

WE Family Offices

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Comprehensive Financial Management LLC or WE Family Offices?

Comprehensive Financial Management LLC, with $19B in regulatory assets under management against $18B at WE Family Offices. Nationally they rank #52 and #54 among 5,657 independent wealth management RIAs.

How many clients do Comprehensive Financial Management LLC and WE Family Offices have?

Comprehensive Financial Management LLC reports 13 individual clients (13 high-net-worth) with 15 advisory employees; WE Family Offices reports 112 (112 high-net-worth) with 35 advisory employees.

How do Comprehensive Financial Management LLC and WE Family Offices charge clients?

Only Comprehensive Financial Management LLC lists hourly charges on Form ADV. Only WE Family Offices lists a percentage of assets under management. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Comprehensive Financial Management LLC and WE Family Offices offer?

Comprehensive Financial Management LLC lists portfolio management for businesses and institutions, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Comprehensive Financial Management LLC ↗, WE Family Offices ↗. How to check a financial advisor →