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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 Candide Group (swap one in):+ Arbor Wealth Management $130M · Walnut Creek, CA+ Financial Network Specialists LLC $129.8M+ Pmb Advisors $117.2M · Larkspur, CA+ Investment Managers Group, LLC $116.8M · Temecula, CA
Oakland, CA
Westlake Village, CA
Assets under management$123.6M$130.7M$129.8M
Asset growth, last 2 years+25%–+5%
Advisory staff422
Individual clients52060
Assets per client$24.7M$6.5M$2.2M
Clients per advisor11030
Main custodian––Schwab
Filing with the SEC since202020262023
Tools in their stack–31
People on Advicer.bio122

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

ToolCandide GroupBrave New WealthCatalyst Investment Management LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Candide Group: none listed · Brave New Wealth: none listed · Catalyst Investment Management LLC: Schwab