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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 One Degree Advisors, Inc. (swap one in):+ Parkshore Wealth Management $517.9M · Granite Bay, CA+ Prism Advisors, Inc. $515.1M · Studio City, CA+ Mkt Advisors LLC $463.7M · Carlsbad, CA+ Monarch Wealth Strategies $463.5M · Santa Barbara, CA
San Diego, CA
Lake Forest, CA
Marietta, GA
Assets under management$489M$515.8M$513.6M
Asset growth, last 2 years+60%+75%+67%
Advisory staff635
Individual clients461670521
Assets per client$1.1M$770K$986K
Clients per advisor77223104
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2021
Tools in their stack–36
People on Advicer.bio735

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

ToolOne Degree Advisors, Inc.Prudent InvestorsWiser Wealth Management, Inc
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
CRM
HubSpot–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: One Degree Advisors, Inc.: Schwab · Prudent Investors: Schwab, Fidelity · Wiser Wealth Management, Inc: Schwab