Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Pillar6 Advisors, LLC (swap one in):+ Enspire Wealth Management, LLC $119.3M · Santa Rosa, CA+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA+ Harborlight Investments, LLC $105.8M · El Cerrito, CA+ Changing Parameters, LLC $105.4M · Los Altos, CA
San Francisco, CA
Walnut Creek, CA
Huntsville, AL
Assets under management$112.3M$118.5M$106.6M
Asset growth, last 2 years–––
Advisory staff134
Individual clients12294188
Assets per client$920K$1.3M$567K
Clients per advisor1223147
Main custodian–Altruist–
Filing with the SEC since202620242026
Tools in their stack432
People on Advicer.bio134

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

1 tool 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.

ToolPillar6 Advisors, LLCTerrafirma Wealth PartnersBrighthaven Financial Advisors
Custodial Platform
Altruist–Uses it–
Betterment Advisor SolutionsUses it––
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Pillar6 Advisors, LLC: none listed · Terrafirma Wealth Partners: Altruist · Brighthaven Financial Advisors: none listed