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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):+ Adams Ashby Financial Advisors $479.8M · Sacramento, CA+ Wimmer Associates LLC $475.9M · Pasadena, CA+ Abound Financial $428M · Granite Bay, CA+ O'donnell Financial Services, LLC $427.1M · San Rafael, CA
Fresno, CA
Bakersfield, CA
Berkeley, CA
Assets under management$451.2M$477.2M$477.9M
Asset growth, last 2 years+29%+69%+72%
Advisory staff274
Individual clients890833204
Assets per client$507K$573K$2.3M
Clients per advisor44511951
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202017
Tools in their stack152
People on Advicer.bio274

From each firm's latest Form ADV (Mar 2026, May 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 GroupElmwood Wealth Management
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly––Uses it

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