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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+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL+ O'connor Wealth Management, Inc. $179.1M · Monrovia, CA+ Clearview Wealth Management $178.5M · Irvine, CA
Menlo Park, CA
Thousand Oaks, CA
Lehi, UT
Assets under management$188.9M$198.4M$198.5M
Asset growth, last 2 years+490%+32%+13%
Advisory staff133
Individual clients22191186
Assets per client$8.6M$1M$1.1M
Clients per advisor226462
Main custodian–SchwabSchwab
Filing with the SEC since201720182022
Tools in their stack13–
People on Advicer.bio122

From each firm's latest Form ADV (May 2026, Mar 2026, Jan 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 AdvisorsPrestige Wealthwide, LLC
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 · Prestige Wealthwide, LLC: Schwab