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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):+ 5t Wealth, LLC $331.4M · Napa, 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
Fairfield, CA
Assets under management$315.4M$331.2M$331.9M
Asset growth, last 2 years+82%+71%–
Advisory staff3123
Individual clients48274456
Assets per client$654K$4.5M$728K
Clients per advisor1637152
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since202320192024
Tools in their stack112
People on Advicer.bio3223

From each firm's latest Form ADV (Oct 2026, Jan 2026, Feb 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 ManagementSolano Wealth Advisors
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Accelerate Retirement: Fidelity, Schwab · Yoder Wealth Management: Schwab · Solano Wealth Advisors: LPL Financial