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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 Investment Partners, LLC (swap one in):+ Bernard & Johnson Family Wealth Management $113.1M · Pasadena, CA+ Wealthlynk, Inc. $112M · Fallbrook, CA+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Torrey Capital Investments $99.8M · Cardiff-By-The-Sea, CA
Costa Mesa, CA
San Francisco, CA
San Juan Capistrano, CA
Assets under management$105.3M$112.3M$99.7M
Asset growth, last 2 years+25%––
Advisory staff211
Individual clients133122253
Assets per client$792K$920K$394K
Clients per advisor67122253
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack145
People on Advicer.bio211

From each firm's latest Form ADV (Mar 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.

ToolClearview Investment Partners, LLCPillar6 Advisors, LLCCdfinancial
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab––Uses it
Client File Sharing
Dropbox––Uses it
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney–Uses it–
Planning Light
Retirement Analyzer––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Clearview Investment Partners, LLC: Schwab · Pillar6 Advisors, LLC: none listed · Cdfinancial: none listed