Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Clarion Advisors Inc. (swap one in):+ Appian Way Financial $142.9M · Pasadena, CA+ Markle Financial LLC $141.2M · Laramie, WY+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA
Auburn, CA
Brea, CA
Santa Barbara, CA
Assets under management$134.4M$142M$141.4M
Asset growth, last 2 years+27%+23%+31%
Advisory staff194
Individual clients63246596
Assets per client$213K$305K$1.5M
Clients per advisor6325224
Main custodianSchwab–Schwab
Filing with the SEC since202420232018
Tools in their stack222
People on Advicer.bio194

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

ToolClarion Advisors Inc.Syndicated Capital, Inc.Bourke Wealth Management
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
WixUses it––

Custodians on Form ADV: Clarion Advisors Inc.: Schwab, Pershing · Syndicated Capital, Inc.: none listed · Bourke Wealth Management: Schwab