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 Private Wealth Partners, LLC (swap one in):+ Sofi Wealth LLC $2.05B · San Francisco, CA+ Madison Avenue Securities, LLC $2.02B · San Diego, CA+ Select Money Management, Inc. $1.8B · Los Angeles, CA+ Curated Wealth Partners, LLC $1.76B · El Segundo, CA
Mill Valley, CA
Greenbrae, CA
Boston, MA
Assets under management$1.92B$2.03B$2.02B
Asset growth, last 2 years+18%+15%+16%
Advisory staff6810
Individual clients253241332
Assets per client$7.6M$8.4M$6.1M
Clients per advisor423033
Main custodianSchwabSchwabBNY
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack42–
People on Advicer.bio5–9

From each firm's latest Form ADV (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

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 Partners, LLCFairview CapitalBoston Family Office LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Private Wealth Partners, LLC: Schwab · Fairview Capital: Schwab, Northern Trust · Boston Family Office LLC: BNY, Fidelity