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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+ Align Wealth Advisors $101M · Laguna Hills, CA+ Pruneyard Financial Group, Inc. $90.9M · Cupertino, CA+ Waller Financial Coaching $90.9M · Chico, CA
Palo Alto, CA
San Diego, CA
San Diego, CA
Assets under management$96M$101.3M$90.6M
Asset growth, last 2 years–––
Advisory staff124
Individual clients4044270
Assets per client$2.4M$2.3M$336K
Clients per advisor402268
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack13–
People on Advicer.bio124

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

ToolMeyers Wealth ManagementClearview Financial, Inc.Counterpoint Asset Management LLC
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses it–