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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 Pace Financial Advisors (swap one in):+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX+ Goepper Burkhardt LLC $380.3M · Greenville, SC+ Prospera Capital Management, LLC $343.9M+ The Clark Group Asset Management $343.9M · Dana Point, CA
Hillsboro, OR
Miami, FL
Scottsdale, AZ
Assets under management$362.1M$380.5M$380.8M
Asset growth, last 2 years+20%+62%+44%
Advisory staff983
Individual clients1,240345340
Assets per client$292K$1.1M$1.1M
Clients per advisor13843113
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202220182019
Tools in their stack321
People on Advicer.bio1253

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

ToolPace Financial AdvisorsScala Capital LLCButtonwood Capital Management (Bcm)
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
CRM
SS&C Black DiamondUses it––
Performance Reporting
Addepar–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Pace Financial Advisors: Schwab · Scala Capital LLC: Schwab · Buttonwood Capital Management (Bcm): LPL Financial