Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bw & Associates, Inc. (swap one in):+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Purus Wealth Management, LLC $658.1M · Newport Beach, CA+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA
Orange, CA
San Jose, CA
Encino, CA
Assets under management$692.8M$732.9M$731.9M
Asset growth, last 2 years+32%+53%+32%
Advisory staff228
Individual clients529336680
Assets per client$1.3M$2.2M$1.1M
Clients per advisor26516885
Main custodianAmerican Funds Service CompanyFidelitySchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio228

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

ToolBw & Associates, Inc.Clarity Wealth AdvisorsNavalign, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
AdviceWorksUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Bw & Associates, Inc.: American Funds Service Company · Clarity Wealth Advisors: Fidelity, Schwab · Navalign, LLC: Schwab