Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Navigant Consulting (swap one in):+ Veritas Bitcoin Strategies, LLC. Dba Veritas Bitcoin Strategies $24.2M · Madras, OR+ Saga Partners LLC $24.2M+ Ballaster Financial $21.8M+ Barrett Wealth Management $21.8M · Rochester, NY
Newport Beach, CA
Assets under management$23M$24.2M$21.8M
Asset growth, last 2 years––+206%
Advisory staff111
Individual clients4–8
Assets per client$5.8M–$2.7M
Clients per advisor4–8
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack––3
People on Advicer.bio111

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

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.

ToolNavigant ConsultingCentriplan, LLCPacific Wealth Partners, LLC
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Navigant Consulting: none listed · Centriplan, LLC: none listed · Pacific Wealth Partners, LLC: Schwab