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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 Investment Research (swap one in):+ Zermatt Wealth Partners $158.4M · San Diego, CA+ Fonte Financial Advisors $158.1M · Carlsbad, CA+ Byrne & Company Wealth Management, LLC $142.9M · Olympia, WA+ Appian Way Financial $142.9M · Pasadena, CA
Orange, CA
Roseville, CA
Brea, CA
Assets under management$150.5M$158.2M$142M
Asset growth, last 2 years+160%+58%+23%
Advisory staff119
Individual clients89379465
Assets per client$1.7M$417K$305K
Clients per advisor8937952
Main custodian–––
Filing with the SEC since2012 or earlier20142023
Tools in their stack6–2
People on Advicer.bio119

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 Investment ResearchFc360 Wealth Management, Inc.Syndicated Capital, Inc.
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
NetX360 (Pershing)––Uses it
VanguardUses it––
CRM
HubSpotUses it––
SS&C Black DiamondUses it––
Client File Sharing
ShareFileUses it––
Schedule Apps
Calendly––Uses it