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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 Purepath Wealth Management (swap one in):+ T.h. Rapko & Company, LLC $33.7M · Monterey, CA+ Wealth Enhancement & Preservation, Inc. $33.7M · Westlake Village, CA+ Oaks Wealth Management $30.4M · Houston, TX+ Patriot Securities LLC $30.3M · Jupiter, FL
Land O' Lakes, FL
Bozeman, MT
Diamond Bar, CA
Assets under management$32M$33.7M$33.7M
Asset growth, last 2 years–––
Advisory staff211
Individual clients17255109
Assets per client$186K$612K$309K
Clients per advisor8655109
Main custodian–––
Filing with the SEC since202520262014
Tools in their stack–5–
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2025, May 2026, 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

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.

ToolPurepath Wealth ManagementJcg Advisory Group, LLCThe Financial Group
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–