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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 Bernzott Capital Advisors (swap one in):+ Victus Capital Wealth $280.1M · Santa Monica, CA+ Mosley Wealth Management, Inc. $279.5M · Anaheim, CA+ Fischer Investment Strategies, LLC $251.9M · Westlake Village, CA+ Team Wealth & Tax Advisors $251.1M · Temecula, CA
Camarillo, CA
Millbrae, CA
Irvine, CA
Assets under management$265.4M$280M$251.7M
Asset growth, last 2 years−15%+35%+10%
Advisory staff226
Individual clients18450137
Assets per client$1.4M$5.6M$1.8M
Clients per advisor922523
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–2–
People on Advicer.bio324

From each firm's latest Form ADV (Apr 2026, Aug 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

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.

ToolBernzott Capital AdvisorsConquis Financial LLCAdvanced Financial Strategies Inc
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Vanguard–Uses it–

Custodians on Form ADV: Bernzott Capital Advisors: Fidelity, Umb · Conquis Financial LLC: Schwab · Advanced Financial Strategies Inc: Schwab