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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+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
Sacramento, CA
Cupertino, CA
Newport Beach, CA
Assets under management$389M$410.8M$369M
Asset growth, last 2 years+51%+85%+19%
Advisory staff925
Individual clients19190266
Assets per client$2M$4.6M$1.4M
Clients per advisor214553
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–12
People on Advicer.bio926

From each firm's latest Form ADV (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.

ToolAvisen Advisors, LLCEverest Private WealthYosemite Capital Management
CRM
SS&C Black Diamond–Uses itUses it
Custodial Platform
Charles Schwab––Uses it

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