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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 Betterwealth LLC (swap one in):+ Tempus Wealth Planning, LLC $699.4M · Irvine, CA+ Premier Wealth Advisors, LLC $694.9M · San Diego, CA+ Portfolio Design Labs, LLC $624.9M · Encino, CA+ Avalan, LLC $621.8M · Santa Barbara, CA
San Jose, CA
Los Angeles, CA
Fairfield, CA
Assets under management$659.9M$697.8M$626.1M
Asset growth, last 2 years+32%+55%+12%
Advisory staff535
Individual clients373447428
Assets per client$1.8M$1.6M$1.5M
Clients per advisor7514986
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172012 or earlier
Tools in their stack32–
People on Advicer.bio535

From each firm's latest Form ADV (Sep 2026, 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.

ToolBetterwealth LLCHamilton Wealth, LLCEpsilon Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Betterwealth LLC: Schwab · Hamilton Wealth, LLC: Schwab · Epsilon Financial Group, Inc.: Schwab