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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 Advanced Portfolio Strategies (swap one in):+ X Advisors, LLC $228.6M · Santa Maria, CA+ Bay Capital Advisors, LLC $228.3M · Virginia Beach, VA+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ The Putney Financial Group LLC $205.4M · San Rafael, CA
Torrance, CA
Westlake Village, CA
Camarillo, CA
Assets under management$217.4M$229M$205.8M
Asset growth, last 2 years+84%+86%+25%
Advisory staff451
Individual clients309382127
Assets per client$704K$599K$1.6M
Clients per advisor7776127
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320242021
Tools in their stack––4
People on Advicer.bio561

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

ToolAdvanced Portfolio StrategiesHippocratic Financial AdvisorsBrightpath Wealth Planning, LLC
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Advanced Portfolio Strategies: Schwab · Hippocratic Financial Advisors: Schwab · Brightpath Wealth Planning, LLC: Schwab