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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 Accelerate Retirement (swap one in):+ Solano Wealth Advisors $331.9M · Fairfield, CA+ Copley Financial Group, Inc. $331.2M · San Diego, CA+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Pring Turner $296.9M · Alamo, CA
Aliso Viejo, CA
Walnut Creek, CA
Napa, CA
Assets under management$315.4M$331.2M$331.4M
Asset growth, last 2 years+82%+71%+53%
Advisory staff3124
Individual clients48274270
Assets per client$654K$4.5M$1.2M
Clients per advisor163768
Main custodianFidelitySchwabFidelity
Filing with the SEC since202320192012 or earlier
Tools in their stack11–
People on Advicer.bio3224

From each firm's latest Form ADV (Oct 2026, Jan 2026, Aug 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.

ToolAccelerate RetirementYoder Wealth Management5t Wealth, LLC
Planning Light
Advyzon–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Accelerate Retirement: Fidelity, Schwab · Yoder Wealth Management: Schwab · 5t Wealth, LLC: Fidelity