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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 Baseline Investments, LLC (swap one in):+ Campbell Advisory Services, LLC $9.5M · Newport Beach, CA+ Pacesetter Planning LLC $9.5M+ J. Brooks & Company, LLC $8.5M+ Xel $8.5M · Ontario, CA
San Francisco, CA
Pleasanton, CA
Sherman Oaks, CA
Assets under management$9M$9.5M$8.5M
Asset growth, last 2 years––+105%
Advisory staff111
Individual clients781312
Assets per client$115K$729K$710K
Clients per advisor781312
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolBaseline Investments, LLCAbundance AdvisersKb Private Wealth Management Group
Website Builders
Wix––Uses it

Custodians on Form ADV: Baseline Investments, LLC: none listed · Abundance Advisers: none listed · Kb Private Wealth Management Group: Schwab