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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 Pavion Blue Capital, LLC (swap one in):+ Illumination Wealth Management $471.1M · San Diego, CA+ Alpha Solutions Investment Advisors $466.3M · South San Francisco, CA+ Rubicon Advisors $420.7M · Redding, CA+ Gencap Portfolio Management $420.4M · Tiburon, CA
Newport Beach, CA
Redwood City, CA
Newport Beach, CA
Assets under management$443.7M$466.5M$417.6M
Asset growth, last 2 years+22%+23%+262%
Advisory staff222
Individual clients1502573
Assets per client$3M$18.7M$5.7M
Clients per advisor751337
Main custodianFidelitySEIFidelity
Filing with the SEC since20192012 or earlier2024
Tools in their stack––2
People on Advicer.bio223

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolPavion Blue Capital, LLCWealthvalues, LLCFlatrock Wealth Partners LLC
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Pavion Blue Capital, LLC: Fidelity · Wealthvalues, LLC: SEI, Schwab · Flatrock Wealth Partners LLC: Fidelity, Schwab