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 Portsalus Wealth Management (swap one in):+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Sagevest Financial Advisors, LLC $61.5M · Newport Beach, CA+ Dolan Partners LLC $55.2M · Danville, CA+ Muhr Advisory Group $55.1M · Clayton, CA
Mission Viejo, CA
Santa Monica, CA
Irvine, CA
Assets under management$58.5M$61.5M$55.2M
Asset growth, last 2 years–––
Advisory staff212
Individual clients582653
Assets per client$1M$2.4M$1M
Clients per advisor292627
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack643
People on Advicer.bio212

From each firm's latest Form ADV (Aug 2026, Mar 2026, Apr 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.

Tech stacks

1 tool 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.

ToolPortsalus Wealth ManagementRefresh InvestmentsDepaolo & May Strategic Wealth LLC
Portfolio Management
CapitectUses it––
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
GRemindersUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses itUses it
Website Builders
Squarespace–Uses it–