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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):+ Atlantic Private Wealth, LLC $894M · Chapel Hill, NC+ Compass Financial Management LLC $893.8M · Tampa, FL+ Roof Eidam Maycock Peralta LLC $804.9M · San Francisco, CA+ Financial Focus LLC $800M · Carlsbad, CA
Santa Barbara, CA
San Diego, CA
Santa Clarita, CA
Assets under management$850.9M$896.2M$893.6M
Asset growth, last 2 years+60%+15%+33%
Advisory staff8710
Individual clients1,974503380
Assets per client$431K$1.8M$2.4M
Clients per advisor2477238
Main custodianSchwabFidelityFidelity
Filing with the SEC since20222012 or earlier2020
Tools in their stack32–
People on Advicer.bio91313

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

ToolChannel Wealth, LLCChristopher Weil & Co IncVance Wealth
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 · Vance Wealth: Fidelity