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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 Pair Lending LLC (swap one in):+ Bird Financial Group LLC $88K+ Bmcm Finance $88K+ Pearson, Frederick, Norman Jr. $76K · San Diego, CA+ Wealthpaver $67K · Pleasanton, CA
San Francisco, CA
San Diego, CA
Assets under management$81K$88K$73K
Asset growth, last 2 years––+18,186%
Advisory staff110
Individual clients1431
Assets per client$81K$22K$2K
Clients per advisor14–
Main custodian–––
Filing with the SEC since202620252023
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Feb 2025). 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.