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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+ Foronjy Financial $278M · Santa Barbara, 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
San Diego, CA
Assets under management$262.6M$278M$276.1M
Asset growth, last 2 years–+18%+15%
Advisory staff611
Individual clients1,193193301
Assets per client$220K$1.4M$917K
Clients per advisor199193301
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182012 or earlier
Tools in their stack–11
People on Advicer.bio612

From each firm's latest Form ADV (Apr 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

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, LLCSimplifi, Inc.
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

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