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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 Pacifica Capital Investments (swap one in):+ Regent Peak Wealth Advisors, LLC $785.9M · Atlanta, GA+ Cadent Capital Advisors, LLC $785.8M · Tulsa, OK+ Peak Planning Group, LLC $710M · Centennial, CO+ Wealthbridge Capital Management, LLC $709.7M · Westerville, OH
Newtown, PA
Boise, ID
Assets under management$747.6M$785.6M$785.6M
Asset growth, last 2 years+24%+12%+73%
Advisory staff3168
Individual clients156894523
Assets per client$4.8M$879K$1.5M
Clients per advisor525665
Main custodianSchwabSchwabSEI
Filing with the SEC since2012 or earlier20132016
Tools in their stack1–2
People on Advicer.bio4127

From each firm's latest Form ADV (Apr 2026, May 2026, Mar 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.

ToolPacifica Capital InvestmentsInsight Advisors, LLCHelmstar Wealth Management
Client File Sharing
ShareFileUses it––
Custodial Platform
SEI––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Pacifica Capital Investments: Schwab · Insight Advisors, LLC: Schwab · Helmstar Wealth Management: SEI