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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 Pathwise (swap one in):+ Wallace Advisory Group, LLC $269.5M · Lafayette, CA+ Stonebridge Capital Management Inc $268.7M · Los Angeles, CA+ Tabr Capital Management, LLC $241.2M · Orange, CA+ Kane Investment Management, Inc. $240.5M · Los Gatos, CA
Walnut Creek, CA
Irvine, CA
Redwood City, CA
Assets under management$255M$269.2M$269.9M
Asset growth, last 2 years+104%+56%+45%
Advisory staff242
Individual clients141172235
Assets per client$1.8M$1.6M$1.1M
Clients per advisor7143118
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack422
People on Advicer.bio242

From each firm's latest Form ADV (Feb 2026, Aug 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.

ToolPathwiseProsperity Wealth Planning LLCEvart, Young & Hobbs Investment Management
Client Data Gathering
Jotform––Uses it
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Pathwise: Schwab · Prosperity Wealth Planning LLC: Schwab · Evart, Young & Hobbs Investment Management: Schwab