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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+ Advanced Financial Strategies Inc $251.7M · Irvine, CA+ Team Wealth & Tax Advisors $251.1M · Temecula, CA
Camarillo, CA
Millbrae, CA
Westlake Village, CA
Assets under management$265.4M$280M$251.9M
Asset growth, last 2 years−15%+35%+63%
Advisory staff225
Individual clients18450418
Assets per client$1.4M$5.6M$603K
Clients per advisor922584
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–24
People on Advicer.bio324

From each firm's latest Form ADV (Apr 2026, Aug 2026, Feb 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 LLCFischer Investment Strategies, LLC
Custodial Platform
Charles Schwab––Uses it
Vanguard–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

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