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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+ Epsilon Financial Group, Inc. $626.1M · Fairfield, CA+ Portfolio Design Labs, LLC $624.9M · Encino, CA
San Jose, CA
Los Angeles, CA
Corona, CA
Assets under management$659.9M$697.8M$702.3M
Asset growth, last 2 years+32%+55%+54%
Advisory staff539
Individual clients3734471,726
Assets per client$1.8M$1.6M$407K
Clients per advisor75149192
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172017
Tools in their stack326
People on Advicer.bio538

From each firm's latest Form ADV (Sep 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.

ToolBetterwealth LLCHamilton Wealth, LLCSafeguard Investment Advisory Group, LLC
Custodial Platform
Charles SchwabUses it–Uses it
SEI––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Betterwealth LLC: Schwab · Hamilton Wealth, LLC: Schwab · Safeguard Investment Advisory Group, LLC: Schwab