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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+ Graybill Wealth Management, LTD. $525.8M · Elmhurst, IL+ Dlk Investment Management $524M · Solana Beach, CA
Los Alamitos, CA
Menlo Park, CA
Granite Bay, CA
Assets under management$553.5M$582.2M$517.9M
Asset growth, last 2 years+24%+45%+30%
Advisory staff534
Individual clients373160522
Assets per client$1.5M$3.6M$992K
Clients per advisor7553131
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack214
People on Advicer.bio535

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

ToolAsset Planning, IncAvalon Capital ManagementParkshore Wealth Management
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Asset Planning, Inc: Schwab · Avalon Capital Management: Schwab · Parkshore Wealth Management: Schwab