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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 Flatrock Wealth Partners LLC (swap one in):+ Pavion Blue Capital, LLC $443.7M · Newport Beach, CA+ Greykasell Wealth Strategies, Inc. $443.2M · Danville, CA+ Knuff & Company LLC $393.9M · Foster City, CA+ "Tate Asset Management" and "Dco Wealth Management" $393.4M · Rancho Santa Fe, CA
Newport Beach, CA
Claremont, CA
Los Angeles, CA
Assets under management$417.6M$442.7M$440.5M
Asset growth, last 2 years+262%+40%+41%
Advisory staff232
Individual clients7366935
Assets per client$5.7M$662K$12.6M
Clients per advisor3722318
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since20242012 or earlier2014
Tools in their stack2–2
People on Advicer.bio372

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

ToolFlatrock Wealth Partners LLCLifesteps FinancialAg Asset Advisory, LLC
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Flatrock Wealth Partners LLC: Fidelity, Schwab · Lifesteps Financial: Schwab · Ag Asset Advisory, LLC: Wells Fargo