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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 Brian D. Lowder, Inc. (swap one in):+ Everest Private Wealth $410.8M · Cupertino, CA+ Kai Wealth LLC $407.7M · Chicago, IL+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
San Diego, CA
Sacramento, CA
Redondo Beach, CA
Assets under management$388.1M$409.8M$407.8M
Asset growth, last 2 years+19%+34%+29%
Advisory staff352
Individual clients195138155
Assets per client$2M$3M$2.6M
Clients per advisor652878
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182013
Tools in their stack––5
People on Advicer.bio352

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

ToolBrian D. Lowder, Inc.Boyd Wealth Management, LLCNavigoe, LLC
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Brian D. Lowder, Inc.: Schwab · Boyd Wealth Management, LLC: Schwab · Navigoe, LLC: Schwab