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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 Awm Global Advisors (swap one in):+ Pwjohnson Wealth & Legacy, LLC $62.5M · Los Altos, CA+ Ga Pincus Funds, LLC $62.1M+ Tepper Capital Management $56.2M · San Francisco, CA+ Chambers Financial Group, LLC. $56.2M · Green Bay, WI
San Diego, CA
Fallbrook, CA
San Mateo, CA
Assets under management$59.2M$62.5M$55.9M
Asset growth, last 2 years−35%––
Advisory staff331
Individual clients6610859
Assets per client$896K$579K$948K
Clients per advisor223659
Main custodianInteractive Brokers––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–1–
People on Advicer.bio–4–

From each firm's latest Form ADV (Mar 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.

ToolAwm Global AdvisorsPathway Advisors, LLCRoach Investment Services
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Awm Global Advisors: Interactive Brokers · Pathway Advisors, LLC: none listed · Roach Investment Services: none listed