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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 Pandora Wealth, Inc. (swap one in):+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA+ Stonepath Wealth Management $299.5M · Traverse City, MI+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Bias Investors $270.6M · Hamilton
Las Vegas, NV
Swartz Creek, MI
West Chester, PA
Assets under management$285M$299.5M$299.5M
Asset growth, last 2 years+39%+26%+27%
Advisory staff426
Individual clients1056391,185
Assets per client$2.7M$469K$253K
Clients per advisor26320198
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20242012 or earlier2019
Tools in their stack323
People on Advicer.bio324

From each firm's latest Form ADV (Jul 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.

ToolPandora Wealth, Inc.Security First FinancialStonecrop Wealth Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Website Builders
Wix–Uses itUses it
SquarespaceUses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Pandora Wealth, Inc.: LPL Financial · Security First Financial: Schwab · Stonecrop Wealth Advisors, LLC: Fidelity