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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 Johnson Bixby (swap one in):+ Walter Keenan Wealth Management $983.3M · South Bend, IN+ Semper Augustus Investments Group LLC $982.2M · Highlands Ranch, CO+ Strata Wealth Advisors, LLC $886.1M · Dallas, TX+ Covington Investment Advisors, Inc. $885.9M · Ligonier, PA
Vancouver, WA
Edmonds, WA
Assets under management$933.7M$986.3M$981.7M
Asset growth, last 2 years+34%+29%+29%
Advisory staff641
Individual clients776804134
Assets per client$1.2M$1.2M$7.3M
Clients per advisor129201134
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020212018
Tools in their stack–21
People on Advicer.bio1341

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.

ToolJohnson BixbyPacific Sage Partners, LLCAltiora Financial Group, LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Johnson Bixby: Schwab · Pacific Sage Partners, LLC: Schwab · Altiora Financial Group, LLC: Schwab, Fidelity