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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 Portsalus Wealth Management (swap one in):+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Sagevest Financial Advisors, LLC $61.5M · Newport Beach, CA+ Depaolo & May Strategic Wealth LLC $55.2M · Irvine, CA+ Dolan Partners LLC $55.2M · Danville, CA
Mission Viejo, CA
Santa Monica, CA
Santa Monica, CA
Assets under management$58.5M$61.5M$61.9M
Asset growth, last 2 years––+52%
Advisory staff212
Individual clients582645
Assets per client$1M$2.4M$1.4M
Clients per advisor292623
Main custodian––Schwab
Filing with the SEC since202620262017
Tools in their stack642
People on Advicer.bio212

From each firm's latest Form ADV (Aug 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

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.

ToolPortsalus Wealth ManagementRefresh InvestmentsEddy Financial, LLC
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
GRemindersUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Portfolio Management
CapitectUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Portsalus Wealth Management: none listed · Refresh Investments: none listed · Eddy Financial, LLC: Schwab