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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 Archvest Wealth Advisors, Inc. (swap one in):+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Kingsmark Private Financial Advisors, LLC $406.5M · Albany, GA+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
Concord, CA
Redondo Beach, CA
Sacramento, CA
Assets under management$387M$407.8M$409.8M
Asset growth, last 2 years+37%+29%+34%
Advisory staff525
Individual clients308155138
Assets per client$1.3M$2.6M$3M
Clients per advisor627828
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420132018
Tools in their stack15–
People on Advicer.bio525

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

ToolArchvest Wealth Advisors, Inc.Navigoe, LLCBoyd Wealth Management, LLC
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Archvest Wealth Advisors, Inc.: Schwab · Navigoe, LLC: Schwab · Boyd Wealth Management, LLC: Schwab