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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 Prosperity Wealth Planning LLC (swap one in):+ Silvia Mccoll Wealth Management, LLC $283.4M · San Diego, CA+ Cooper Capital Group $282.9M · Encinitas, CA+ International Private Wealth Advisors LLC $255.3M · San Diego, CA+ Grant Private Wealth Management $255M · Pleasanton, CA
Irvine, CA
Roseville, CA
Walnut Creek, CA
Assets under management$269.2M$283M$255M
Asset growth, last 2 years+56%+91%+104%
Advisory staff472
Individual clients172555141
Assets per client$1.6M$510K$1.8M
Clients per advisor437971
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120222021
Tools in their stack234
People on Advicer.bio472

From each firm's latest Form ADV (Aug 2026, Oct 2026, Feb 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

1 tool 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.

ToolProsperity Wealth Planning LLCBulman Wealth GroupPathwise
Client File Sharing
Box––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses itUses itUses it

Custodians on Form ADV: Prosperity Wealth Planning LLC: Schwab · Bulman Wealth Group: Fidelity, Pershing, Schwab · Pathwise: Schwab