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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 Orderly Finance (swap one in):+ Havaplan Financial $98.6M · Newport Beach, CA+ Peak Wealth Advisors, Inc. $98.6M · San Luis Obispo, CA+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Gsr Capital Management, Inc. $88.1M · Redding, CA
Walnut Creek, CA
Irvine, CA
Assets under management$93.2M$98.4M$97.9M
Asset growth, last 2 years+136%+60%–
Advisory staff113
Individual clients35105187
Assets per client$2.7M$937K$523K
Clients per advisor3510562
Main custodianSchwab––
Filing with the SEC since201920172026
Tools in their stack–32
People on Advicer.bio112

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

ToolOrderly FinanceAnchor Wealth Management, LLCIncline Wealth
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Orderly Finance: Schwab · Anchor Wealth Management, LLC: none listed · Incline Wealth: none listed