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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 Portfolio Advisors, Inc. (swap one in):+ Challenger Wealth Management $275.5M · Aliso Viejo, CA+ Capasso Planning Partners LLC $274.2M · Charleston, SC+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA+ Insight Investment Counsel $245.7M · El Segundo, CA
Fresno, CA
San Diego, CA
Carlsbad, CA
Assets under management$261.2M$276.1M$247.1M
Asset growth, last 2 years+27%+15%+36%
Advisory staff415
Individual clients238301187
Assets per client$1.1M$917K$1.3M
Clients per advisor6030137
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack213
People on Advicer.bio426

From each firm's latest Form ADV (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.

ToolPortfolio Advisors, Inc.Simplifi, Inc.Anchor Bay Capital, Inc.
CRM
Envestnet TamaracUses it–Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
YouCanBookMeUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Portfolio Advisors, Inc.: Schwab · Simplifi, Inc.: Schwab · Anchor Bay Capital, Inc.: Schwab