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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 Navigant Consulting (swap one in):+ Strong Wealth $24.2M+ Veritas Bitcoin Strategies, LLC. Dba Veritas Bitcoin Strategies $24.2M · Madras, OR+ Pacific Wealth Partners, LLC $21.8M+ Ballaster Financial $21.8M
Newport Beach, CA
Assets under management$23M$24.2M$24.2M
Asset growth, last 2 years––+59%
Advisory staff111
Individual clients4–46
Assets per client$5.8M–$525K
Clients per advisor4–46
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–––
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

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: Navigant Consulting: none listed · Centriplan, LLC: none listed · Saga Partners LLC: Schwab