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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+ Stonecrop Wealth Advisors, LLC $299.5M · West Chester, PA+ Cbg & Company, Inc. $270.7M · Fishers, IN+ Bias Investors $270.6M · Hamilton
Las Vegas, NV
Swartz Creek, MI
Traverse City, MI
Assets under management$285M$299.5M$299.5M
Asset growth, last 2 years+39%+26%+68%
Advisory staff429
Individual clients105639569
Assets per client$2.7M$469K$526K
Clients per advisor2632063
Main custodianLPL FinancialSchwabRaymond James
Filing with the SEC since20242012 or earlier2023
Tools in their stack321
People on Advicer.bio328

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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 FinancialStonepath Wealth Management
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)Uses it––
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Pandora Wealth, Inc.: LPL Financial · Security First Financial: Schwab · Stonepath Wealth Management: Raymond James