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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 Pathfinder Planning LLC (swap one in):+ Executive Services, LLC $30.5M · Newport Beach, CA+ Amplio Wealth $30.5M+ Just Wealth LLC $27.5M · Pittsfield, MA+ Cranston Capital Management, LLC $27.5M
Assets under management$29M$30.5M$30.5M
Asset growth, last 2 years–––
Advisory staff311
Individual clients53107
Assets per client$547K$3M$4.4M
Clients per advisor18107
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––3
People on Advicer.bio311

From each firm's latest Form ADV (Oct 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.

ToolPathfinder Planning LLCEsh Wealth Management LLCEvergreen Wealth Services
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it