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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):+ Sonoma Private Wealth LLC $158.5M · Novato, CA+ Fonte Financial Advisors $158.1M · Carlsbad, CA+ Appian Way Financial $142.9M · Pasadena, CA+ Syndicated Capital, Inc. $142M · Brea, CA
Orange, CA
Roseville, CA
San Diego, CA
Assets under management$150.5M$158.2M$158.4M
Asset growth, last 2 years+160%+58%+6%
Advisory staff114
Individual clients89379209
Assets per client$1.7M$417K$758K
Clients per advisor8937952
Main custodian––Schwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack6–3
People on Advicer.bio113

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jul 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.Zermatt Wealth Partners
Custodial Platform
Charles SchwabUses it–Uses it
Interactive BrokersUses it––
VanguardUses it––
CRM
SS&C Black DiamondUses it–Uses it
HubSpotUses it––
Client File Sharing
ShareFileUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Pacific Investment Research: none listed · Fc360 Wealth Management, Inc.: none listed · Zermatt Wealth Partners: Schwab