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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+ Peak Planning Group, LLC $710M · Centennial, CO+ Navista Wealth Management, Inc. $709.6M · Minnetonka, MN
Newtown, PA
Westerville, OH
Assets under management$747.6M$785.6M$709.7M
Asset growth, last 2 years+24%+12%+52%
Advisory staff3164
Individual clients156894457
Assets per client$4.8M$879K$1.6M
Clients per advisor5256114
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20132018
Tools in their stack1––
People on Advicer.bio4125

From each firm's latest Form ADV (Apr 2026, May 2026, Aug 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, LLCWealthbridge Capital Management, LLC
Client File Sharing
ShareFileUses it––

Custodians on Form ADV: Pacifica Capital Investments: Schwab · Insight Advisors, LLC: Schwab · Wealthbridge Capital Management, LLC: Schwab