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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+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Prism Advisors, Inc. $515.1M · Studio City, CA
Long Beach, CA
Menlo Park, CA
Lake Forest, CA
Assets under management$547.7M$582.2M$515.8M
Asset growth, last 2 years–+45%+75%
Advisory staff1133
Individual clients656160670
Assets per client$835K$3.6M$770K
Clients per advisor6053223
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack113
People on Advicer.bio933

From each firm's latest Form ADV (Aug 2026, Jul 2026, Apr 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 ManagementPrudent Investors
CRM
HubSpot––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Crux Wealth Advisors: Pershing · Avalon Capital Management: Schwab · Prudent Investors: Schwab, Fidelity