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 Dedora Capital, Inc. (swap one in):+ Riley Friedman Asset Management $584.8M · Los Altos, CA+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Prudent Investors $515.8M · Lake Forest, CA
Napa, CA
Menlo Park, CA
San Diego, CA
Assets under management$550.7M$582.2M$583M
Asset growth, last 2 years+30%+45%+7%
Advisory staff436
Individual clients460160362
Assets per client$1.2M$3.6M$1.6M
Clients per advisor1155360
Main custodianSchwabSchwabSchwab
Filing with the SEC since20152012 or earlier2020
Tools in their stack31–
People on Advicer.bio636

From each firm's latest Form ADV (Mar 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.

ToolDedora Capital, Inc.Avalon Capital ManagementPathview Wealth Advisors
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Dedora Capital, Inc.: Schwab · Avalon Capital Management: Schwab · Pathview Wealth Advisors: Schwab