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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 Clearview Financial, Inc. (swap one in):+ Shaw Financial Solutions LLC $106.5M · Coral Gables, FL+ Vandenburg Capital Management $106.4M+ Meyers Wealth Management $96M · Palo Alto, CA+ Kuleana Wealth Advisors $95.6M · Los Altos, CA
San Diego, CA
Clovis, CA
West Palm Beach, FL
Assets under management$101.3M$107M$106.3M
Asset growth, last 2 years–––
Advisory staff221
Individual clients4420513
Assets per client$2.3M$522K$8.2M
Clients per advisor2210313
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack3––
People on Advicer.bio221

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

ToolClearview Financial, Inc.Integrated Planning & InvestmentsRiverside Wealth Management, Inc.
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––