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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):+ Buttonwood Capital Management (Bcm) $380.8M · Scottsdale, AZ+ Goepper Burkhardt LLC $380.3M · Greenville, SC+ The Clark Group Asset Management $343.9M · Dana Point, CA+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY
Hillsboro, OR
Miami, FL
Assets under management$362.1M$380.5M$343.9M
Asset growth, last 2 years+20%+62%–
Advisory staff983
Individual clients1,24034544
Assets per client$292K$1.1M$7.8M
Clients per advisor1384315
Main custodianSchwabSchwabVanguard
Filing with the SEC since202220182024
Tools in their stack322
People on Advicer.bio1254

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

ToolPace Financial AdvisorsScala Capital LLCProspera Capital Management, LLC
CRM
SS&C Black DiamondUses it–Uses it
Custodial Platform
Charles SchwabUses it––
Performance Reporting
Addepar–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Pace Financial Advisors: Schwab · Scala Capital LLC: Schwab · Prospera Capital Management, LLC: Vanguard, Schwab