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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 Bw & Associates, Inc. (swap one in):+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Navalign, LLC $731.9M · Encino, CA+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA+ Warren Street Wealth Advisors, LLC $656.1M · Irvine, CA
Orange, CA
San Jose, CA
Newport Beach, CA
Assets under management$692.8M$732.9M$658.1M
Asset growth, last 2 years+32%+53%+50%
Advisory staff224
Individual clients529336635
Assets per client$1.3M$2.2M$1M
Clients per advisor265168159
Main custodianAmerican Funds Service CompanyFidelitySchwab
Filing with the SEC since20162012 or earlier2015
Tools in their stack123
People on Advicer.bio226

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.

ToolBw & Associates, Inc.Clarity Wealth AdvisorsPurus Wealth Management, LLC
Custodial Platform
AdviceWorksUses it––
Charles Schwab––Uses it
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Client File Sharing
ShareFile–Uses it–
Performance Reporting
Orion––Uses it

Custodians on Form ADV: Bw & Associates, Inc.: American Funds Service Company · Clarity Wealth Advisors: Fidelity, Schwab · Purus Wealth Management, LLC: Schwab, Securian Financial Services, Inc.