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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):+ Prudent Investors $515.8M · Lake Forest, 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
San Diego, CA
Assets under management$488.7M$515.1M$462.5M
Asset growth, last 2 years+43%+39%+85%
Advisory staff558
Individual clients114242849
Assets per client$4.3M$2.1M$545K
Clients per advisor2348106
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201520172023
Tools in their stack––2
People on Advicer.bio558

From each firm's latest Form ADV (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.

ToolGordian Wealth Advisors, LLCPrism Advisors, Inc.Tidemark, LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Gordian Wealth Advisors, LLC: Schwab · Prism Advisors, Inc.: Schwab · Tidemark, LLC: LPL Financial