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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 Gordian Wealth Advisors, LLC (swap one in):+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Dew Point Capital $513.2M · Los Angeles, CA+ Mkt Advisors LLC $463.7M · Carlsbad, CA+ Monarch Wealth Strategies $463.5M · Santa Barbara, CA
Mill Valley, CA
Studio City, CA
Lake Forest, CA
Assets under management$488.7M$515.1M$515.8M
Asset growth, last 2 years+43%+39%+75%
Advisory staff553
Individual clients114242670
Assets per client$4.3M$2.1M$770K
Clients per advisor2348223
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172012 or earlier
Tools in their stack––3
People on Advicer.bio553

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

ToolGordian Wealth Advisors, LLCPrism Advisors, Inc.Prudent Investors
CRM
HubSpot––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Gordian Wealth Advisors, LLC: Schwab · Prism Advisors, Inc.: Schwab · Prudent Investors: Schwab, Fidelity