Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Advanced Portfolio Strategies (swap one in):+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ X Advisors, LLC $228.6M · Santa Maria, CA+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA
Torrance, CA
Westlake Village, CA
Virginia Beach, VA
Assets under management$217.4M$229M$228.3M
Asset growth, last 2 years+84%+86%+47%
Advisory staff455
Individual clients309382194
Assets per client$704K$599K$1.2M
Clients per advisor777639
Main custodianSchwabSchwab–
Filing with the SEC since202320242021
Tools in their stack––3
People on Advicer.bio565

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

ToolAdvanced Portfolio StrategiesHippocratic Financial AdvisorsBay Capital Advisors, LLC
Client Data Gathering
Jotform––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Advanced Portfolio Strategies: Schwab · Hippocratic Financial Advisors: Schwab · Bay Capital Advisors, LLC: none listed