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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 Financial Avengers, Inc. (swap one in):+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Prudent Investors $515.8M · Lake Forest, CA+ Mkt Advisors LLC $463.7M · Carlsbad, CA+ Monarch Wealth Strategies $463.5M · Santa Barbara, CA
Oakland, CA
Studio City, CA
Los Angeles, CA
Assets under management$488.4M$515.1M$513.2M
Asset growth, last 2 years+33%+39%+218%
Advisory staff252
Individual clients206242509
Assets per client$2.4M$2.1M$1M
Clients per advisor10348255
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172021
Tools in their stack––1
People on Advicer.bio156

From each firm's latest Form ADV (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.

ToolFinancial Avengers, Inc.Prism Advisors, Inc.Dew Point Capital
Website Builders
Wix––Uses it

Custodians on Form ADV: Financial Avengers, Inc.: Schwab · Prism Advisors, Inc.: Schwab · Dew Point Capital: Schwab