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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 Optimist Capital (swap one in):+ Clear Wealth Management $101.8M+ Maclachlan Wealth Management $101.7M · Bellevue, WA+ Aulestia Wealth Management, Inc. $91.4M · Naples, FL+ Djp Wealth Management, LLC $91.3M · Tampa, FL
Palm Beach Gardens, FL
Jackson, TN
Bend, OR
Assets under management$96.7M$101.6M$101.6M
Asset growth, last 2 years+867%–+30%
Advisory staff342
Individual clients6119270
Assets per client$1.6M$529K$1.5M
Clients per advisor204835
Main custodian––Schwab
Filing with the SEC since201820262013
Tools in their stack12–
People on Advicer.bio442

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

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.

ToolOptimist CapitalSycamore Financial Advisors, Inc.Thalassa Capital LLC
Digital Marketing
AdvisorStream–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Optimist Capital: none listed · Sycamore Financial Advisors, Inc.: none listed · Thalassa Capital LLC: Schwab