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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 Epsilon Financial Group, Inc. (swap one in):+ Westshore Wealth $662.4M · Newport Beach, CA+ Purus Wealth Management, LLC $658.1M · Newport Beach, CA+ Castle Rock Wealth Management, LLC $587.1M · Walnut Creek, CA+ Riley Friedman Asset Management $584.8M · Los Altos, CA
Fairfield, CA
San Jose, CA
The Woodlands, TX
Assets under management$626.1M$659.9M$593.7M
Asset growth, last 2 years+12%+32%+28%
Advisory staff555
Individual clients428373569
Assets per client$1.5M$1.8M$1M
Clients per advisor8675114
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20152018
Tools in their stack–3–
People on Advicer.bio555

From each firm's latest Form ADV (Jun 2026, Sep 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.

ToolEpsilon Financial Group, Inc.Betterwealth LLCOutlook Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Epsilon Financial Group, Inc.: Schwab · Betterwealth LLC: Schwab · Outlook Wealth Advisors, LLC: Fidelity