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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 Pacific Asset Management, LLC (swap one in):+ Axiom Financial Strategies Group, LLC $404.1M · New Albany, IN+ Hfm Investment Advisors, LLC $404.1M · Glassboro, NJ+ Prairiewood Wealth Management $365.4M · Fargo, ND+ My Personal Cfo, LLC $365.1M · Vancouver, WA
Gig Harbor, WA
Spokane, WA
Huntsville, AL
Assets under management$384.8M$404.4M$404M
Asset growth, last 2 years+51%+21%+70%
Advisory staff536
Individual clients370120980
Assets per client$1M$3.4M$412K
Clients per advisor7440163
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20232018
Tools in their stack3––
People on Advicer.bio536

From each firm's latest Form ADV (Jun 2026, 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

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.

ToolPacific Asset Management, LLCMb Gen WealthCloud Investments, LLC
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Pacific Asset Management, LLC: Schwab · Mb Gen Wealth: Fidelity, Schwab · Cloud Investments, LLC: Fidelity