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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 Parkshore Wealth Management (swap one in):+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Sierra Ocean, LLC $544.6M · Ripon, CA+ One Degree Advisors, Inc. $489M · San Diego, CA+ Financial Avengers, Inc. $488.4M · Oakland, CA
Granite Bay, CA
Emeryville, CA
Mill Valley, CA
Assets under management$517.9M$544.8M$488.7M
Asset growth, last 2 years+30%–+43%
Advisory staff435
Individual clients522169114
Assets per client$992K$3.2M$4.3M
Clients per advisor1315623
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242015
Tools in their stack4––
People on Advicer.bio535

From each firm's latest Form ADV (Jun 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.

ToolParkshore Wealth ManagementSelby Wealth ManagementGordian Wealth Advisors, LLC
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Parkshore Wealth Management: Schwab · Selby Wealth Management: none listed · Gordian Wealth Advisors, LLC: Schwab