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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 Dedora Capital, Inc. (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
Napa, CA
Menlo Park, CA
Lake Forest, CA
Assets under management$550.7M$582.2M$515.8M
Asset growth, last 2 years+30%+45%+75%
Advisory staff433
Individual clients460160670
Assets per client$1.2M$3.6M$770K
Clients per advisor11553223
Main custodianSchwabSchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack313
People on Advicer.bio633

From each firm's latest Form ADV (Mar 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.

ToolDedora Capital, Inc.Avalon Capital ManagementPrudent Investors
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dedora Capital, Inc.: Schwab · Avalon Capital Management: Schwab · Prudent Investors: Schwab, Fidelity