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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 Asset Planning, Inc (swap one in):+ Pathview Wealth Advisors $583M · San Diego, CA+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Dlk Investment Management $524M · Solana Beach, CA+ Parkshore Wealth Management $517.9M · Granite Bay, CA
Los Alamitos, CA
Menlo Park, CA
Elmhurst, IL
Assets under management$553.5M$582.2M$525.8M
Asset growth, last 2 years+24%+45%+64%
Advisory staff532
Individual clients373160269
Assets per client$1.5M$3.6M$2M
Clients per advisor7553135
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio531

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

ToolAsset Planning, IncAvalon Capital ManagementGraybill Wealth Management, LTD.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Asset Planning, Inc: Schwab · Avalon Capital Management: Schwab · Graybill Wealth Management, LTD.: Fidelity, Schwab