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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+ Altum Wealth Advisors $135M · Chico, CA
Pasadena, CA
Westlake Village, CA
Arcadia, CA
Assets under management$142.9M$150.8M$135.1M
Asset growth, last 2 years–+33%–
Advisory staff113
Individual clients10486107
Assets per client$1.4M$1.8M$1.3M
Clients per advisor1048636
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420182024
Tools in their stack––1
People on Advicer.bio–12

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

ToolAppian Way FinancialCarmandalian Financial Group, LLCColton Wealth Management
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Appian Way Financial: Schwab · Carmandalian Financial Group, LLC: Schwab · Colton Wealth Management: Fidelity