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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):+ Three Arch Wealth Management LLC $662.4M · Irvine, 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
Newport Beach, CA
Assets under management$626.1M$659.9M$662.4M
Asset growth, last 2 years+12%+32%+40%
Advisory staff557
Individual clients428373190
Assets per client$1.5M$1.8M$3.5M
Clients per advisor867527
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152016
Tools in their stack–33
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 LLCWestshore Wealth
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Schedule Apps
Calendly–Uses it–

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