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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 Dst Wealth Management LLC (swap one in):+ Towerpoint Wealth, LLC $561.3M · Sacramento, CA+ Wealth Science Advisors LLC $558.7M · Alpharetta, GA+ Weinberger Asset Management, Inc $503.6M · Los Angeles, CA+ Private Wealth Solutions, LLC $500M · Calabasas, CA
Indian Wells, CA
Simi Valley, CA
Walnut Creek, CA
Assets under management$532.1M$563.5M$502.5M
Asset growth, last 2 years+24%+17%+57%
Advisory staff512
Individual clients19739225
Assets per client$2.7M$14.4M$2.2M
Clients per advisor3939113
Main custodianSchwab–Schwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio5–2

From each firm's latest Form ADV (Feb 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.

ToolDst Wealth Management LLCTortuga Advisers LLCBoltwood Capital Management
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Dst Wealth Management LLC: Schwab · Tortuga Advisers LLC: none listed · Boltwood Capital Management: Schwab