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 Archvest Wealth Advisors, Inc. (swap one in):+ Boyd Wealth Management, LLC $409.8M · Sacramento, 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
Manhattan Beach, CA
Assets under management$387M$407.8M$406.9M
Asset growth, last 2 years+37%+29%+23%
Advisory staff527
Individual clients308155198
Assets per client$1.3M$2.6M$2.1M
Clients per advisor627828
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420132016
Tools in their stack154
People on Advicer.bio525

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jul 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, LLCWomack Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Website Builders
Squarespace–Uses it–
Wix––Uses it
Client File Sharing
Box–Uses it–
Portfolio Management
Orion–Uses itUses it

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