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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 Pariax Private Wealth Management (swap one in):+ Davies Financial Advisors, Inc. $123.1M · Murrieta, CA+ Life Strategies, Inc. $121.2M · Cardiff, CA+ Ramsdell Capital Management, LLC $109.2M · San Francisco, CA+ Lanyon Advisory Services $109M · Del Mar, CA
Newport Beach, CA
Santa Monica, CA
Temecula, CA
Assets under management$115.4M$121.4M$122.8M
Asset growth, last 2 years+9%+3%+22%
Advisory staff113
Individual clients3216225
Assets per client$3.6M$7.6M$546K
Clients per advisor321675
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since20192012 or earlier2023
Tools in their stack2–5
People on Advicer.bio1–3

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolPariax Private Wealth ManagementMatrix Planning IncEnduring Wealth Advisors
Client Data Gathering
JotformUses it––
CRM
HubSpot––Uses it
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
AdvisorStream––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Pariax Private Wealth Management: Fidelity · Matrix Planning Inc: Schwab · Enduring Wealth Advisors: LPL Financial