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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 Cheviot Value Management, LLC (swap one in):+ One Wealth Advisors, LLC $1.25B · San Francisco, CA+ Sivia Capital Partners, LLC $1.24B · Mill Valley, CA+ Financial Advisors Network, Inc. $1.11B · Tustin, CA+ The Pacific Center for Financial Services $1.1B · Danville, CA
Beverly Hills, CA
Santa Barbara, CA
Redlands, CA
Assets under management$1.17B$1.24B$1.23B
Asset growth, last 2 years+42%+67%+45%
Advisory staff788
Individual clients5785951,935
Assets per client$2M$2.1M$638K
Clients per advisor8374242
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201320162019
Tools in their stack–13
People on Advicer.bio8811

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

ToolCheviot Value Management, LLCArlington Financial Advisors, LLCKwb Wealth
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Cheviot Value Management, LLC: Schwab · Arlington Financial Advisors, LLC: Schwab · Kwb Wealth: LPL Financial