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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 Private Wealth Advisors (swap one in):+ Elmwood Wealth Management $477.9M · Berkeley, CA+ Wimmer Associates LLC $475.9M · Pasadena, CA+ O'donnell Financial Services, LLC $427.1M · San Rafael, CA+ Syrios Wealth Management Group $424.6M · La Jolla, CA
Fresno, CA
Bakersfield, CA
Granite Bay, CA
Assets under management$451.2M$477.2M$428M
Asset growth, last 2 years+29%+69%+21%
Advisory staff272
Individual clients890833525
Assets per client$507K$573K$815K
Clients per advisor445119263
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20202023
Tools in their stack152
People on Advicer.bio273

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

ToolPrivate Wealth AdvisorsBarnes Wealth Management GroupAbound Financial
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Private Wealth Advisors: Schwab · Barnes Wealth Management Group: Schwab, Voya Financial, Inc · Abound Financial: LPL Financial