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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 Jones Wealth Advisors, LLC (swap one in):+ Lanes Wealth Management LLC $73M · Irvine, CA+ Mdrn Wealth $72.5M · Venice, CA+ Pinnacle Retirement & Financial Planning $65.2M · San Rafael, CA+ Alta Pacific Wealth Management LLC $65M · Mission Viejo, CA
Pasadena, CA
Newport Beach, CA
Saratoga Springs, NY
Assets under management$68.9M$72.6M$72.4M
Asset growth, last 2 years––+77%
Advisory staff113
Individual clients1770353
Assets per client$4.1M$1M$205K
Clients per advisor1770118
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–––
People on Advicer.bio113

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Jones Wealth Advisors, LLC: none listed · Investus Financial: none listed · Wpm Wealth Advisors LLC: Schwab