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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 Crux Wealth Advisors (swap one in):+ Pathview Wealth Advisors $583M · San Diego, CA+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Prudent Investors $515.8M · Lake Forest, CA+ Prism Advisors, Inc. $515.1M · Studio City, CA
Long Beach, CA
Menlo Park, CA
Granite Bay, CA
Assets under management$547.7M$582.2M$517.9M
Asset growth, last 2 years–+45%+30%
Advisory staff1134
Individual clients656160522
Assets per client$835K$3.6M$992K
Clients per advisor6053131
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack114
People on Advicer.bio935

From each firm's latest Form ADV (Aug 2026, Jul 2026, Jun 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

1 tool 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.

ToolCrux Wealth AdvisorsAvalon Capital ManagementParkshore Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses itUses itUses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Crux Wealth Advisors: Pershing · Avalon Capital Management: Schwab · Parkshore Wealth Management: Schwab