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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+ Creekside Partners $553.4M · Petaluma, CA
San Diego, CA
Westlake Village, CA
Irvine, CA
Assets under management$583M$615.7M$616.7M
Asset growth, last 2 years+7%+36%+77%
Advisory staff6513
Individual clients3623242,736
Assets per client$1.6M$1.9M$225K
Clients per advisor6065210
Main custodianSchwabFidelitySchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack––2
People on Advicer.bio6818

From each firm's latest Form ADV (Jun 2026, Apr 2026, Sep 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 ManagementWest Wealth Group, LLC
Client File Sharing
ShareFile––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Pathview Wealth Advisors: Schwab · Fmb Wealth Management: Fidelity, Schwab · West Wealth Group, LLC: Schwab