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 Epsilon Financial Group, Inc. (swap one in):+ Westshore Wealth $662.4M · Newport Beach, CA+ Purus Wealth Management, LLC $658.1M · Newport Beach, CA+ Outlook Wealth Advisors, LLC $593.7M · The Woodlands, TX+ Castle Rock Wealth Management, LLC $587.1M · Walnut Creek, CA
Fairfield, CA
San Jose, CA
Los Altos, CA
Assets under management$626.1M$659.9M$584.8M
Asset growth, last 2 years+12%+32%+29%
Advisory staff552
Individual clients428373208
Assets per client$1.5M$1.8M$2.8M
Clients per advisor8675104
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack–3–
People on Advicer.bio552

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 LLCRiley Friedman Asset Management
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 · Riley Friedman Asset Management: Schwab, Fidelity