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 Define Financial, LLC (swap one in):+ 5t Wealth, LLC $331.4M · Napa, CA+ Insight Capital Management $330.5M · Concord, CA+ Physician Wealth Solutions $298.9M+ Pring Turner $296.9M · Alamo, CA
San Diego, CA
San Diego, CA
Walnut Creek, CA
Assets under management$314.6M$331.2M$331.2M
Asset growth, last 2 years+53%+26%+71%
Advisory staff572
Individual clients1192,69074
Assets per client$2.6M$123K$4.5M
Clients per advisor2438437
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120202019
Tools in their stack211
People on Advicer.bio3102

From each firm's latest Form ADV (May 2026, Jul 2026, Jan 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.

ToolDefine Financial, LLCCopley Financial Group, Inc.Yoder Wealth Management
Custodial Platform
VanguardUses it––
Wealthscape (Fidelity)Uses it––
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Define Financial, LLC: Fidelity · Copley Financial Group, Inc.: Schwab · Yoder Wealth Management: Schwab