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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+ Colton Wealth Management $135.1M · Arcadia, CA+ Altum Wealth Advisors $135M · Chico, CA
Pasadena, CA
Westlake Village, CA
Santa Monica, CA
Assets under management$142.9M$150.8M$135.3M
Asset growth, last 2 years–+33%+13%
Advisory staff111
Individual clients1048613
Assets per client$1.4M$1.8M$10.4M
Clients per advisor1048613
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182022
Tools in their stack––2
People on Advicer.bio–11

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

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, LLCLight Capital LLC
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Appian Way Financial: Schwab · Carmandalian Financial Group, LLC: Schwab · Light Capital LLC: Schwab