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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 Clearpath Capital Partners LLC (swap one in):+ Del Mar Wealth Management Inc $169.9M · Del Mar, CA+ Embarcadero Financial Group $169.8M · San Francisco, CA+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA+ Garner Financial Management $152.6M · Lafayette, CA
Menlo Park, CA
Long Beach, CA
Los Angeles, CA
Assets under management$161.3M$169.7M$169.4M
Asset growth, last 2 years+10%−8%–
Advisory staff326
Individual clients59426170
Assets per client$2.7M$398K$997K
Clients per advisor2021328
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack2–3
People on Advicer.bio127

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

ToolClearpath Capital Partners LLCThe ChartistAvise Financial
Client File Sharing
EgnyteUses it––
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Clearpath Capital Partners LLC: Schwab · The Chartist: none listed · Avise Financial: none listed