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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):+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Sage Advisors, LLC $575.1M · Edmonds, WA+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Prudent Investors $515.8M · Lake Forest, CA
Long Beach, CA
Menlo Park, CA
San Diego, CA
Assets under management$547.7M$582.2M$583M
Asset growth, last 2 years–+45%+7%
Advisory staff1136
Individual clients656160362
Assets per client$835K$3.6M$1.6M
Clients per advisor605360
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2020
Tools in their stack11–
People on Advicer.bio936

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

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.

ToolCrux Wealth AdvisorsAvalon Capital ManagementPathview Wealth Advisors
Portfolio Management
OrionUses itUses it–

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