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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 Pillar6 Advisors, LLC (swap one in):+ Triad Investment Management, LLC $119.5M · Newport Beach, CA+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA+ Brighthaven Financial Advisors $106.6M · Huntsville, AL+ Harborlight Investments, LLC $105.8M · El Cerrito, CA
San Francisco, CA
Walnut Creek, CA
Santa Rosa, CA
Assets under management$112.3M$118.5M$119.3M
Asset growth, last 2 years––+24%
Advisory staff132
Individual clients1229452
Assets per client$920K$1.3M$2.3M
Clients per advisor1223126
Main custodian–AltruistSchwab
Filing with the SEC since202620242023
Tools in their stack432
People on Advicer.bio132

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

ToolPillar6 Advisors, LLCTerrafirma Wealth PartnersEnspire Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Betterment Advisor SolutionsUses it––
Charles Schwab––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Pillar6 Advisors, LLC: none listed · Terrafirma Wealth Partners: Altruist · Enspire Wealth Management, LLC: Schwab