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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 Avisen Advisors, LLC (swap one in):+ Petix & Botte Financial $411.9M · La Mesa, CA+ Boyd Wealth Management, LLC $409.8M · Sacramento, CA+ Yosemite Capital Management $369M · Newport Beach, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
Sacramento, CA
Cupertino, CA
Woodland Hills, CA
Assets under management$389M$410.8M$366.7M
Asset growth, last 2 years+51%+85%+30%
Advisory staff924
Individual clients19190180
Assets per client$2M$4.6M$2M
Clients per advisor214545
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–13
People on Advicer.bio925

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.

ToolAvisen Advisors, LLCEverest Private WealthOder Investment Management, LLC
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Risk Tolerance
Tolerisk––Uses it

Custodians on Form ADV: Avisen Advisors, LLC: Pershing · Everest Private Wealth: Schwab · Oder Investment Management, LLC: Schwab