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 Advisors on Call (swap one in):+ D.a. Flowers & Company, LLC $50M · Berkeley, CA+ Capital Wealth Strategies, LLC $50M · Santa Barbara, CA+ Pysnik Financial, LLC $45.2M · Pasadena, CA+ Csuite Investment LLC $45.1M · San Rafael, CA
Laguna Hills, CA
Danville, CA
La Jolla, CA
Assets under management$47.6M$50M$50M
Asset growth, last 2 years––−27%
Advisory staff119
Individual clients1294537
Assets per client$369K$1.1M$1.4M
Clients per advisor129454
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–21
People on Advicer.bio1–9

From each firm's latest Form ADV (Apr 2026, 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

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.

ToolAdvisors on CallManetta WealthPrivate Portfolio of San Diego
CRM
Slant (Slant CRM)–Uses it–
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
Calendly–Uses it–