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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):+ Safeguard Investment Advisory Group, LLC $702.3M · Corona, CA+ Tempus Wealth Planning, LLC $699.4M · Irvine, CA+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA+ Portfolio Design Labs, LLC $624.9M · Encino, CA
San Jose, CA
Los Angeles, CA
San Diego, CA
Assets under management$659.9M$697.8M$694.9M
Asset growth, last 2 years+32%+55%+100%
Advisory staff536
Individual clients373447490
Assets per client$1.8M$1.6M$1.4M
Clients per advisor7514982
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172018
Tools in their stack32–
People on Advicer.bio535

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

ToolBetterwealth LLCHamilton Wealth, LLCPremier Wealth Advisors, LLC
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 · Premier Wealth Advisors, LLC: Schwab