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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 Newport Wealth Advisors, Inc. (swap one in):+ Spectrum Financial Management $278.1M · San Rafael, CA+ Simplifi, Inc. $276.1M · San Diego, CA+ Chancellor Financial Group Wb LP $249.3M · Wilkes-Barre, PA+ Anchor Bay Capital, Inc. $247.1M · Carlsbad, CA
Newport Beach, CA
San Ramon, CA
Santa Barbara, CA
Assets under management$262.6M$278M$278M
Asset growth, last 2 years–+18%–
Advisory staff614
Individual clients1,193193183
Assets per client$220K$1.4M$1.5M
Clients per advisor19919346
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202420182024
Tools in their stack–14
People on Advicer.bio614

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

ToolNewport Wealth Advisors, Inc.Auspicious Financial Planning, LLCForonjy Financial
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Digital Marketing
FMG (FMG Suite)––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Newport Wealth Advisors, Inc.: Schwab · Auspicious Financial Planning, LLC: Schwab · Foronjy Financial: LPL Financial, Fidelity