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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+ Fox Financial Services, Inc. $110.9M · White Plains, NY+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Torrey Capital Investments $99.8M · Cardiff-By-The-Sea, CA
Costa Mesa, CA
San Francisco, CA
Fallbrook, CA
Assets under management$105.3M$112.3M$112M
Asset growth, last 2 years+25%–+145%
Advisory staff211
Individual clients133122176
Assets per client$792K$920K$636K
Clients per advisor67122176
Main custodianSchwab–Altruist
Filing with the SEC since2012 or earlier20262023
Tools in their stack14–
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCWealthlynk, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Clearview Investment Partners, LLC: Schwab · Pillar6 Advisors, LLC: none listed · Wealthlynk, Inc.: Altruist