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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+ 5t Wealth, LLC $331.4M · Napa, CA+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Pring Turner $296.9M · Alamo, CA
Aliso Viejo, CA
Walnut Creek, CA
San Diego, CA
Assets under management$315.4M$331.2M$331.2M
Asset growth, last 2 years+82%+71%+26%
Advisory staff3127
Individual clients482742,690
Assets per client$654K$4.5M$123K
Clients per advisor1637384
Main custodianFidelitySchwabSchwab
Filing with the SEC since202320192020
Tools in their stack111
People on Advicer.bio32210

From each firm's latest Form ADV (Oct 2026, Jan 2026, Jul 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 ManagementCopley Financial Group, Inc.
Planning Light
Advyzon–Uses it–
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Accelerate Retirement: Fidelity, Schwab · Yoder Wealth Management: Schwab · Copley Financial Group, Inc.: Schwab