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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):+ West Wealth Group, LLC $616.7M · Irvine, CA+ Stolper & Co., Inc. $615.7M · San Diego, CA+ Asset Planning, Inc $553.5M · Los Alamitos, CA+ Creekside Partners $553.4M · Petaluma, CA
San Diego, CA
Westlake Village, CA
La Jolla, CA
Assets under management$583M$615.7M$614.8M
Asset growth, last 2 years+7%+36%+34%
Advisory staff657
Individual clients362324269
Assets per client$1.6M$1.9M$2.3M
Clients per advisor606538
Main custodianSchwabFidelityFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––10
People on Advicer.bio686

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

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.

ToolPathview Wealth AdvisorsFmb Wealth ManagementFinancial Alternatives, Inc.
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
PreciseFP––Uses it
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Equity Compensation
StockOpter––Uses it
Financial Planning
eMoney––Uses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pathview Wealth Advisors: Schwab · Fmb Wealth Management: Fidelity, Schwab · Financial Alternatives, Inc.: Fidelity, Schwab