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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 Wealth Advisors, LLC (swap one in):+ Lodestar Private Asset Management LLC $1.34B · Alamo, CA+ Paragon Capital Management $1.32B · Denver, CO+ Moment Partners, LLC $1.19B · San Francisco, CA+ Thepartners Wealth Management $1.18B · Carmel By The Sea, CA
San Francisco, CA
Palm Desert, CA
Anaheim, CA
Assets under management$1.25B$1.34B$1.33B
Asset growth, last 2 years+49%+98%+41%
Advisory staff111410
Individual clients4068251,542
Assets per client$3.1M$1.6M$861K
Clients per advisor3759154
Main custodianFidelitySchwabSEI
Filing with the SEC since201420172012 or earlier
Tools in their stack4––
People on Advicer.bio11147

From each firm's latest Form ADV (Sep 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

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 Wealth Advisors, LLCCypress Wealth Services, LLCChatterton & Associates
Client File Sharing
BoxUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
EnvestnetUses it––

Custodians on Form ADV: One Wealth Advisors, LLC: Fidelity · Cypress Wealth Services, LLC: Schwab · Chatterton & Associates: SEI