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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 Keystone Private Wealth (swap one in):+ Mraz and Associates $917.5M · Modesto, CA+ Richard P. Slaughter Associates, Inc. $905.2M · Austin, TX+ Prosperitas Financial $812.5M · Valencia, CA+ Integris Wealth Management, LLC $812M · Monterey, CA
Palm Desert, CA
Beverly Hills, CA
Columbia, MO
Assets under management$860.7M$912.2M$904M
Asset growth, last 2 years+61%+31%+114%
Advisory staff11613
Individual clients5312342,665
Assets per client$1.6M$3.9M$339K
Clients per advisor4839205
Main custodianSchwabGoldman SachsLPL Financial
Filing with the SEC since202120222019
Tools in their stack–––
People on Advicer.bio11629

From each firm's latest Form ADV (Aug 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

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

Custodians on Form ADV: Keystone Private Wealth: Schwab · Beverly Hills Private Wealth, LLC: Goldman Sachs · Convergence Financial: LPL Financial, AssetMark