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):+ Capital Wealth Strategies, LLC $50M · Santa Barbara, CA+ Private Portfolio of San Diego $50M · La Jolla, CA+ Csuite Investment LLC $45.1M · San Rafael, CA+ Pacific Haven Financial, LLC $45M · Torrance, CA
Laguna Hills, CA
Danville, CA
Pasadena, CA
Assets under management$47.6M$50M$45.2M
Asset growth, last 2 years––+686%
Advisory staff111
Individual clients1294560
Assets per client$369K$1.1M$753K
Clients per advisor1294560
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–24
People on Advicer.bio1–2

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

ToolAdvisors on CallManetta WealthPysnik Financial, LLC
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
Dropbox––Uses it
CRM
Slant (Slant CRM)–Uses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Advisors on Call: none listed · Manetta Wealth: none listed · Pysnik Financial, LLC: Schwab