Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Incline Wealth $97.9M+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Gsr Capital Management, Inc. $88.1M · Redding, CA
Walnut Creek, CA
Irvine, CA
San Luis Obispo, CA
Assets under management$93.2M$98.4M$98.6M
Asset growth, last 2 years+136%+60%–
Advisory staff112
Individual clients35105238
Assets per client$2.7M$937K$414K
Clients per advisor35105119
Main custodianSchwab––
Filing with the SEC since201920172026
Tools in their stack–3–
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, LLCPeak Wealth Advisors, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Orderly Finance: Schwab · Anchor Wealth Management, LLC: none listed · Peak Wealth Advisors, Inc.: none listed