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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 Channel Wealth, LLC (swap one in):+ Compass Financial Management LLC $893.8M · Tampa, FL+ Vance Wealth $893.6M · Santa Clarita, CA+ Sunburst Financial Group, LLC $808.1M · Vestavia Hills, AL+ Roof Eidam Maycock Peralta LLC $804.9M · San Francisco, CA
Santa Barbara, CA
San Diego, CA
Carlsbad, CA
Assets under management$850.9M$896.2M$800M
Asset growth, last 2 years+60%+15%+64%
Advisory staff875
Individual clients1,974503581
Assets per client$431K$1.8M$1.4M
Clients per advisor24772116
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2018
Tools in their stack32–
People on Advicer.bio9135

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

ToolChannel Wealth, LLCChristopher Weil & Co IncFinancial Focus LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Channel Wealth, LLC: Schwab · Christopher Weil & Co Inc: Fidelity · Financial Focus LLC: Schwab, AssetMark, Principal 401k