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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 Executive Investment Services, LLC (swap one in):+ Pacific Wealth Advisory Services LLC $96.3M · Danville, CA+ David B. Patston, CPA, Cfa $96.3M · Denver, CO+ Bullington Capital Management, LLC $87.1M · Akron, OH+ Integra Asset Advisors, L.c. $87M
Lake Oswego, OR
Highland, IN
Assets under management$91.7M$96.3M$87M
Asset growth, last 2 years–––
Advisory staff132
Individual clients6322971
Assets per client$1.5M$420K$1.2M
Clients per advisor637636
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio142

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.