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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 Meyers Wealth Management (swap one in):+ Sky Vision Wealth Management Corp. $101.4M · Irvine, CA+ Robert Horowitz Wealth Management $100.9M+ Pruneyard Financial Group, Inc. $90.9M · Cupertino, CA+ Waller Financial Coaching $90.9M · Chico, CA
Palo Alto, CA
San Diego, CA
Laguna Hills, CA
Assets under management$96M$101.3M$101M
Asset growth, last 2 years––+742%
Advisory staff121
Individual clients4044205
Assets per client$2.4M$2.3M$493K
Clients per advisor4022205
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack135
People on Advicer.bio121

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

1 tool 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.

ToolMeyers Wealth ManagementClearview Financial, Inc.Align Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Squarespace––Uses it