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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 Vision LLC (swap one in):+ O'neill Financial Management, Inc. $86.7M · Lake Forest, CA+ Veritas Financial Consulting LLC $86.2M · Monrovia, CA+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA+ Peak Investment Solutions, LLC $77.4M · Roseville, CA
Goleta, CA
La Jolla, CA
San Francisco, CA
Assets under management$82M$86.5M$77.2M
Asset growth, last 2 years+64%––
Advisory staff242
Individual clients284438
Assets per client$2.9M$2M$2M
Clients per advisor141119
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–11
People on Advicer.bio132

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

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 Vision LLCGrow Funds LLCWealthboost Advisors, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–