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 Portola Creek Capital (swap one in):+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL+ O'connor Wealth Management, Inc. $179.1M · Monrovia, CA+ Core Financial Advisors $178.5M · San Bernardino, CA
Menlo Park, CA
Thousand Oaks, CA
Irvine, CA
Assets under management$188.9M$198.4M$178.5M
Asset growth, last 2 years+490%+32%+23%
Advisory staff132
Individual clients22191339
Assets per client$8.6M$1M$527K
Clients per advisor2264170
Main custodian–SchwabSchwab
Filing with the SEC since201720182021
Tools in their stack133
People on Advicer.bio122

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

ToolPortola Creek CapitalCedarstone AdvisorsClearview Wealth Management
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it––
TAMP
Savant Wealth Partners–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Portola Creek Capital: none listed · Cedarstone Advisors: Schwab · Clearview Wealth Management: Schwab