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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 Pathview Wealth Advisors (swap one in):+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Financial Alternatives, Inc. $614.8M · La Jolla, CA+ Asset Planning, Inc $553.5M · Los Alamitos, CA+ Omega Financial Group, LLC $552.4M · Santa Barbara, CA
San Diego, CA
Westlake Village, CA
Petaluma, CA
Assets under management$583M$615.7M$553.4M
Asset growth, last 2 years+7%+36%+29%
Advisory staff652
Individual clients362324274
Assets per client$1.6M$1.9M$2M
Clients per advisor6065137
Main custodianSchwabFidelitySchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio682

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Pathview Wealth Advisors: Schwab · Fmb Wealth Management: Fidelity, Schwab · Creekside Partners: Schwab