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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 Cerro Pacific Wealth Advisors, LLC (swap one in):+ Tortuga Advisers LLC $563.5M · Simi Valley, CA+ Guidance Point Advisors, LLC $558.3M+ Weinberger Asset Management, Inc $503.6M · Los Angeles, CA+ Boltwood Capital Management $502.5M · Walnut Creek, CA
San Luis Obispo, CA
Sacramento, CA
Charlotte, NC
Assets under management$531.6M$561.3M$558.2M
Asset growth, last 2 years+20%+34%+71%
Advisory staff4511
Individual clients233561725
Assets per client$2.3M$1M$770K
Clients per advisor5811266
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020172016
Tools in their stack324
People on Advicer.bio4512

From each firm's latest Form ADV (Oct 2026, Jun 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.

ToolCerro Pacific Wealth Advisors, LLCTowerpoint Wealth, LLCHobart Wealth
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Client File Sharing
Box––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Cerro Pacific Wealth Advisors, LLC: Fidelity · Towerpoint Wealth, LLC: Schwab · Hobart Wealth: Schwab