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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 Bastion Fiduciary (swap one in):+ Corinthian Wealth Management $131.7M · San Jose, CA+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL+ Tcn Private Wealth Management LLC $119M+ Ld Lowe Wealth Advisory $118.8M · Richardson, TX
San Rafael, CA
Mount Pleasant, SC
Assets under management$125.2M$131.6M$131.6M
Asset growth, last 2 years–+316%−81%
Advisory staff612
Individual clients2355476
Assets per client$533K$2.4M$1.7M
Clients per advisor395438
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack–––
People on Advicer.bio611

From each firm's latest Form ADV (Oct 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bastion Fiduciary: none listed · Awr Investment Management, LLC: Schwab · Imprint Wealth LLC: Schwab