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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 Premier Wealth Advisors, LLC (swap one in):+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Betterwealth LLC $659.9M · San Jose, CA+ Purus Wealth Management, LLC $658.1M · Newport Beach, CA
San Diego, CA
San Jose, CA
Encino, CA
Assets under management$694.9M$732.9M$731.9M
Asset growth, last 2 years+100%+53%+32%
Advisory staff628
Individual clients490336680
Assets per client$1.4M$2.2M$1.1M
Clients per advisor8216885
Main custodianSchwabFidelitySchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio528

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

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.

ToolPremier Wealth Advisors, LLCClarity Wealth AdvisorsNavalign, LLC
Client File Sharing
ShareFile–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Premier Wealth Advisors, LLC: Schwab · Clarity Wealth Advisors: Fidelity, Schwab · Navalign, LLC: Schwab