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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):+ Cadent Capital Advisors, LLC $785.8M · Tulsa, OK+ Helmstar Wealth Management $785.6M · Boise, ID+ Wealthbridge Capital Management, LLC $709.7M · Westerville, OH+ Navista Wealth Management, Inc. $709.6M · Minnetonka, MN
Newtown, PA
Centennial, CO
Assets under management$747.6M$785.6M$710M
Asset growth, last 2 years+24%+12%+161%
Advisory staff3167
Individual clients156894838
Assets per client$4.8M$879K$847K
Clients per advisor5256120
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20132017
Tools in their stack1–3
People on Advicer.bio4128

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

ToolPacifica Capital InvestmentsInsight Advisors, LLCPeak Planning Group, LLC
Custodial Platform
Charles Schwab––Uses it
Raymond James––Uses it
Client File Sharing
ShareFileUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pacifica Capital Investments: Schwab · Insight Advisors, LLC: Schwab · Peak Planning Group, LLC: Raymond James, Schwab