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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 Jpc Wealth Management, Inc. (swap one in):+ Dai Advisors $329.6M · Menlo Park, CA+ Nwm Advisors, LLC $329.1M · San Luis Obispo, CA+ Krane Financial Solutions $295M · Calabasas, CA+ Sherwood Financial Partners, LLC $293.8M · Westlake Village, CA
Petaluma, CA
Woodland Hills, CA
Alamo, CA
Assets under management$312.7M$329.6M$296.9M
Asset growth, last 2 years+31%+33%+44%
Advisory staff223
Individual clients155127190
Assets per client$2M$2.6M$1.6M
Clients per advisor786463
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio222

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

ToolJpc Wealth Management, Inc.Paragon Financial PartnersPring Turner
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Jpc Wealth Management, Inc.: Schwab · Paragon Financial Partners: Schwab, Fidelity · Pring Turner: Schwab