Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Creekside Partners (swap one in):+ Riley Friedman Asset Management $584.8M · Los Altos, CA+ Pathview Wealth Advisors $583M · San Diego, CA+ Dlk Investment Management $524M · Solana Beach, CA+ Parkshore Wealth Management $517.9M · Granite Bay, CA
Petaluma, CA
Menlo Park, CA
San Rafael, CA
Assets under management$553.4M$582.2M$581.5M
Asset growth, last 2 years+29%+45%+69%
Advisory staff233
Individual clients274160346
Assets per client$2M$3.6M$1.7M
Clients per advisor13753115
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio232

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.

ToolCreekside PartnersAvalon Capital ManagementStewart Wealth Management, Inc.
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Creekside Partners: Schwab · Avalon Capital Management: Schwab · Stewart Wealth Management, Inc.: Schwab