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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 Birchwood Capital (swap one in):+ Wealthlynk, Inc. $112M · Fallbrook, CA+ Klopp Investment Management LLC $110.6M · Cleveland, OH+ Torrey Capital Investments $99.8M · Cardiff-By-The-Sea, CA+ Cdfinancial $99.7M · San Juan Capistrano, CA
Carlsbad, CA
San Francisco, CA
Portland, OR
Assets under management$105.2M$112.3M$110.5M
Asset growth, last 2 years–––
Advisory staff212
Individual clients5312272
Assets per client$2M$920K$1.5M
Clients per advisor2712236
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack14–
People on Advicer.bio212

From each firm's latest Form ADV (Jan 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.

ToolBirchwood CapitalPillar6 Advisors, LLCCompass Investment Advisers, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Birchwood Capital: none listed · Pillar6 Advisors, LLC: none listed · Compass Investment Advisers, LLC: Schwab