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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+ Anson Analytics $242.2M · Tyrone, GA+ Tabr Capital Management, LLC $241.2M · Orange, CA
Walnut Creek, CA
Irvine, CA
Los Gatos, CA
Assets under management$255M$269.2M$240.5M
Asset growth, last 2 years+104%+56%+103%
Advisory staff246
Individual clients141172191
Assets per client$1.8M$1.6M$1.3M
Clients per advisor714332
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212021
Tools in their stack42–
People on Advicer.bio245

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 LLCKane Investment Management, Inc.
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses 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 · Kane Investment Management, Inc.: Schwab