Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Pactolus (swap one in):+ Rydar Equities, Inc. $197.4M · Weatherford, TX+ Aps Investment Management Group $197.2M · Jackson, CA+ Liberty One Wealth Advisors $178.4M · Philadelphia, PA+ Aspetuck Financial Management LLC $178.3M · Westport, CT
Vienna, VA
Montclair, NJ
San Jose, CA
Assets under management$187.8M$197.4M$178.3M
Asset growth, last 2 years+1%+62%+66%
Advisory staff224
Individual clients30227562
Assets per client$622K$718K$2.9M
Clients per advisor15113816
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack1––
People on Advicer.bio522

From each firm's latest Form ADV (Sep 2026, Feb 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.

ToolPactolusBautis Financial, LLCLegacy Wealth Advisors, LLC
Website Builders
WixUses it––

Custodians on Form ADV: Pactolus: Fidelity · Bautis Financial, LLC: Schwab · Legacy Wealth Advisors, LLC: Schwab