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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 Avanti Wealth Management (swap one in):+ B.e.s.t. Wealth Management LLC $58.4M · St. Louis, MO+ Dorsey Wealth Management, LLC $58.4M · Torrance, CA+ Pacific Capital Works, Inc. $52.8M · Portland, OR+ Fivenca Asset Management $52.4M · Miami, FL
Longwood, FL
St. Petersburg, FL
Nichols Hills, OK
Assets under management$55.6M$58.5M$52.8M
Asset growth, last 2 years––−1%
Advisory staff222
Individual clients11169103
Assets per client$501K$848K$513K
Clients per advisor563552
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–3–
People on Advicer.bio222

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

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.

ToolAvanti Wealth ManagementAvid PlanningWilshire-Pennington Group, Inc.
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–