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 Appian Way Financial (swap one in):+ Red Crane Wealth Management, LLC $151.6M · Palo Alto, CA+ Redwood Grove Wealth Management $151.3M · San Rafael, CA+ Light Capital LLC $135.3M · Santa Monica, CA+ Colton Wealth Management $135.1M · Arcadia, CA
Pasadena, CA
Westlake Village, CA
Orange, CA
Assets under management$142.9M$150.8M$150.5M
Asset growth, last 2 years–+33%+160%
Advisory staff111
Individual clients1048689
Assets per client$1.4M$1.8M$1.7M
Clients per advisor1048689
Main custodianSchwabSchwab–
Filing with the SEC since202420182012 or earlier
Tools in their stack––6
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jun 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, LLCPacific Investment Research
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Vanguard––Uses it
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Appian Way Financial: Schwab · Carmandalian Financial Group, LLC: Schwab · Pacific Investment Research: none listed