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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 First Pacific Financial, Inc. (swap one in):+ Punch & Associates Investment Management, Inc. $2.03B · Edina, MN+ Cherry Creek Family Offices $2.02B · Denver, CO+ C2 Private Wealth $1.82B · Novi, MI+ Auxano Advisors $1.78B · Bellevue, WA
Vancouver, WA
Greenbrae, CA
Timonium, MD
Assets under management$1.93B$2.03B$1.82B
Asset growth, last 2 years+51%+15%–
Advisory staff19814
Individual clients1,291241646
Assets per client$1.5M$8.4M$2.8M
Clients per advisor683046
Main custodianSchwabSchwab–
Filing with the SEC since20162012 or earlier2024
Tools in their stack–2–
People on Advicer.bio21–13

From each firm's latest Form ADV (May 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.

ToolFirst Pacific Financial, Inc.Fairview CapitalBerman Mcaleer
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: First Pacific Financial, Inc.: Schwab · Fairview Capital: Schwab, Northern Trust · Berman Mcaleer: none listed