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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+ 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 Rafael, CA
Assets under management$547.7M$582.2M$581.5M
Asset growth, last 2 years–+45%+69%
Advisory staff1133
Individual clients656160346
Assets per client$835K$3.6M$1.7M
Clients per advisor6053115
Main custodianPershingSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio932

From each firm's latest Form ADV (Aug 2026, Jul 2026, Mar 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 ManagementStewart Wealth Management, Inc.
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Crux Wealth Advisors: Pershing · Avalon Capital Management: Schwab · Stewart Wealth Management, Inc.: Schwab