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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 Associates (swap one in):+ Bull Street Advisors $271.9M · Savannah, GA+ Alliance Financial $271.8M · Wyomissing, PA+ Insight Investment Counsel $245.7M · El Segundo, CA+ Ares Financial Consulting LLC $243.9M · Calabasas, CA
San Diego, CA
Newtown, PA
Springboro, OH
Assets under management$258.8M$271.9M$271.9M
Asset growth, last 2 years+13%+46%+88%
Advisory staff339
Individual clients497183647
Assets per client$521K$1.5M$420K
Clients per advisor1666172
Main custodianSchwabFidelityRaymond James
Filing with the SEC since20172012 or earlier2017
Tools in their stack––2
People on Advicer.bio3310

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jan 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 Capital AssociatesCrossgate Wealth Advisors, LLCInvest Capital Partners
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Pacific Capital Associates: Schwab · Crossgate Wealth Advisors, LLC: Fidelity · Invest Capital Partners: Raymond James, Schwab