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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 Portola Creek Capital (swap one in):+ Capital Squared Financial LLC $198.7M · Rockville, MD+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ O'connor Wealth Management, Inc. $179.1M · Monrovia, CA+ Clearview Wealth Management $178.5M · Irvine, CA
Menlo Park, CA
Thousand Oaks, CA
Hawthorn Woods, IL
Assets under management$188.9M$198.4M$198.3M
Asset growth, last 2 years+490%+32%+43%
Advisory staff134
Individual clients22191443
Assets per client$8.6M$1M$448K
Clients per advisor2264111
Main custodian–SchwabLPL Financial
Filing with the SEC since201720182021
Tools in their stack13–
People on Advicer.bio124

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

ToolPortola Creek CapitalCedarstone AdvisorsPmg Wealth Management
CRM
Envestnet Tamarac–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 · Pmg Wealth Management: LPL Financial