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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 Appian Way Financial (swap one in):+ Redwood Grove Wealth Management $151.3M · San Rafael, CA+ Pacific Investment Research $150.5M · Orange, CA+ Light Capital LLC $135.3M · Santa Monica, CA+ Colton Wealth Management $135.1M · Arcadia, CA
Pasadena, CA
Westlake Village, CA
Chico, CA
Assets under management$142.9M$150.8M$135M
Asset growth, last 2 years–+33%+175%
Advisory staff112
Individual clients10486240
Assets per client$1.4M$1.8M$563K
Clients per advisor10486120
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182019
Tools in their stack–––
People on Advicer.bio–12

From each firm's latest Form ADV (Mar 2026, Apr 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: Appian Way Financial: Schwab · Carmandalian Financial Group, LLC: Schwab · Altum Wealth Advisors: Schwab