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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 Pb Capital (swap one in):+ Spearhead Advisors, LLC $35.8M · Newport Beach, CA+ Downie Financial Group $35.7M · Mission Viejo, CA+ Figtree Financial Advisors, LLC $32.2M · Santa Clara, CA+ Plan B Investments, Inc. $32M · Carmel Valley, CA
Simi Valley, CA
Walnut Creek, CA
Sacramento, CA
Assets under management$33.9M$35.8M$32M
Asset growth, last 2 years+20%––
Advisory staff113
Individual clients1854580
Assets per client$183K$796K$400K
Clients per advisor1854527
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack–––
People on Advicer.bio113

From each firm's latest Form ADV (Jan 2026, Apr 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Pb Capital: Schwab · Babylon Wealth Management LLC: none listed · Reliance Investing, Inc.: none listed