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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 Capital (swap one in):+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL+ Blue Zone Wealth Advisors, LLC $770M · Los Angeles, CA+ Wilsey Asset Management Incorporated $768.5M · San Diego, CA
Corona, CA
Fresno, CA
Sherman Oaks, CA
Assets under management$820.6M$868.9M$867.9M
Asset growth, last 2 years+56%+64%+76%
Advisory staff6515
Individual clients72723320
Assets per client$11.4M$1.2M$2.7M
Clients per advisor1214521
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20182016
Tools in their stack232
People on Advicer.bio5517

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jun 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 CapitalBridgewealth Advisory Group, LLCHighline Wealth Partners
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
Website Builders
Webflow––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Pacific Capital: Schwab · Bridgewealth Advisory Group, LLC: Pershing · Highline Wealth Partners: Schwab