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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+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA+ The Putney Financial Group LLC $205.4M · San Rafael, CA
Torrance, CA
Westlake Village, CA
Palm Desert, CA
Assets under management$217.4M$229M$206M
Asset growth, last 2 years+84%+86%+28%
Advisory staff452
Individual clients309382269
Assets per client$704K$599K$766K
Clients per advisor7776135
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320242017
Tools in their stack–––
People on Advicer.bio562

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Advanced Portfolio Strategies: Schwab · Hippocratic Financial Advisors: Schwab · Hardworking Capital Advisors, LLC: Schwab, Prudential Annuities Distributors, Inc