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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 Changing Parameters, LLC (swap one in):+ Bernard & Johnson Family Wealth Management $113.1M · Pasadena, CA+ Fox Financial Services, Inc. $110.9M · White Plains, NY+ Darrell Capital Management, LLC $100.1M · Rolling Hills Estates, CA+ The Sullivan Group $100.1M · Roseville, CA
Los Altos, CA
San Francisco, CA
Fallbrook, CA
Assets under management$105.4M$112.3M$112M
Asset growth, last 2 years+13%–+145%
Advisory staff211
Individual clients109122176
Assets per client$967K$920K$636K
Clients per advisor55122176
Main custodianThe Huntington Investment Company–Altruist
Filing with the SEC since2012 or earlier20262023
Tools in their stack–4–
People on Advicer.bio211

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

ToolChanging Parameters, LLCPillar6 Advisors, LLCWealthlynk, Inc.
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Changing Parameters, LLC: The Huntington Investment Company · Pillar6 Advisors, LLC: none listed · Wealthlynk, Inc.: Altruist