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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 Onesource Wealth Management (swap one in):+ Sonoma Private Wealth LLC $158.5M · Novato, CA+ Fonte Financial Advisors $158.1M · Carlsbad, CA+ Syndicated Capital, Inc. $142M · Brea, CA+ Bourke Wealth Management $141.4M · Santa Barbara, CA
Granite Bay, CA
Roseville, CA
San Diego, CA
Assets under management$149.8M$158.2M$158.4M
Asset growth, last 2 years+50%+58%+6%
Advisory staff214
Individual clients229379209
Assets per client$654K$417K$758K
Clients per advisor11537952
Main custodianSchwab–Schwab
Filing with the SEC since202420142012 or earlier
Tools in their stack––3
People on Advicer.bio213

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jul 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.

ToolOnesource Wealth ManagementFc360 Wealth Management, Inc.Zermatt Wealth Partners
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Onesource Wealth Management: Schwab, Interactive Brokers · Fc360 Wealth Management, Inc.: none listed · Zermatt Wealth Partners: Schwab