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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+ Waller Financial Coaching $90.9M · Chico, CA+ Counterpoint Asset Management LLC $90.6M · San Diego, CA
Palo Alto, CA
San Diego, CA
Cupertino, CA
Assets under management$96M$101.3M$90.9M
Asset growth, last 2 years––−26%
Advisory staff121
Individual clients404495
Assets per client$2.4M$2.3M$957K
Clients per advisor402295
Main custodian––Fidelity
Filing with the SEC since202620262012 or earlier
Tools in their stack131
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jun 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.Pruneyard Financial Group, Inc.
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses itUses it–
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Meyers Wealth Management: none listed · Clearview Financial, Inc.: none listed · Pruneyard Financial Group, Inc.: Fidelity, Schwab, Ascensus Broker Dealer Services, LLC