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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 Farah Private Wealth Management, Inc (swap one in):+ Klopp Investment Management LLC $110.6M · Cleveland, OH+ Compass Investment Advisers, LLC $110.5M · Portland, OR+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Torrey Capital Investments $99.8M · Cardiff-By-The-Sea, CA
Costa Mesa, CA
San Francisco, CA
Fallbrook, CA
Assets under management$105.2M$112.3M$112M
Asset growth, last 2 years+110%–+145%
Advisory staff111
Individual clients125122176
Assets per client$842K$920K$636K
Clients per advisor125122176
Main custodian––Altruist
Filing with the SEC since2012 or earlier20262023
Tools in their stack14–
People on Advicer.bio111

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

ToolFarah Private Wealth Management, IncPillar6 Advisors, LLCWealthlynk, Inc.
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Farah Private Wealth Management, Inc: none listed · Pillar6 Advisors, LLC: none listed · Wealthlynk, Inc.: Altruist