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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):+ Embarcadero Financial Group $169.8M · San Francisco, CA+ Avise Financial $169.4M · Los Angeles, CA+ Stewardship Wealth Management Solutions $153.1M · Huntington Beach, CA+ Garner Financial Management $152.6M · Lafayette, CA
Menlo Park, CA
Long Beach, CA
Roseville, CA
Assets under management$161.3M$169.7M$152.1M
Asset growth, last 2 years+10%−8%+25%
Advisory staff321
Individual clients59426122
Assets per client$2.7M$398K$1.2M
Clients per advisor20213122
Main custodianSchwab–Raymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack2–1
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, May 2026, Mar 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 ChartistDimensions Wealth Management, LLC
Client File Sharing
EgnyteUses it––
Custodial Platform
Raymond James––Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Clearpath Capital Partners LLC: Schwab · The Chartist: none listed · Dimensions Wealth Management, LLC: Raymond James