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 Prudent Investors (swap one in):+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Andrews, Lucia Wealth Management LLC $543.5M · Danville, CA+ One Degree Advisors, Inc. $489M · San Diego, CA+ Gordian Wealth Advisors, LLC $488.7M · Mill Valley, CA
Lake Forest, CA
Ripon, CA
Emeryville, CA
Assets under management$515.8M$544.6M$544.8M
Asset growth, last 2 years+75%+65%–
Advisory staff333
Individual clients670155169
Assets per client$770K$3.5M$3.2M
Clients per advisor2235256
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20212024
Tools in their stack34–
People on Advicer.bio333

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

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.

ToolPrudent InvestorsSierra Ocean, LLCSelby Wealth Management
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
AdvyzonUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Prudent Investors: Schwab, Fidelity · Sierra Ocean, LLC: Schwab · Selby Wealth Management: none listed