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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 Investus Financial (swap one in):+ Wright Financial, LLC $76.4M · Pleasant Hill, CA+ The Mcbride Group $76.3M · Petaluma, CA+ Financial Security Solutions, Corp. $69M · Valencia, CA+ Jones Wealth Advisors, LLC $68.9M · Pasadena, CA
Newport Beach, CA
Novato, CA
Newport Beach, CA
Assets under management$72.6M$76.4M$76.5M
Asset growth, last 2 years–+94%–
Advisory staff113
Individual clients7057141
Assets per client$1M$1.3M$543K
Clients per advisor705747
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––3
People on Advicer.bio112

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

ToolInvestus FinancialBaughman Financial GroupBridge Capital Consulting, LLC
Custodial Platform
SEI––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
OnceHub––Uses it