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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):+ Highline Wealth Partners $867.9M · Sherman Oaks, 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
Costa Mesa, CA
Assets under management$820.6M$868.9M$874M
Asset growth, last 2 years+56%+64%+24%
Advisory staff655
Individual clients72723339
Assets per client$11.4M$1.2M$2.6M
Clients per advisor1214568
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack232
People on Advicer.bio555

From each firm's latest Form ADV (Sep 2026, Oct 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, LLCLeisure Capital Management, Inc.
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Pacific Capital: Schwab · Bridgewealth Advisory Group, LLC: Pershing · Leisure Capital Management, Inc.: Schwab