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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 Pysnik Financial, LLC (swap one in):+ Legacy Investment Services, LLC $47.7M · Rancho Cucamonga, CA+ Westlake Capital Inc $47.4M · Westlake Village, CA+ Clifford Financial Planning, Inc. $42.9M · Santa Rosa, CA+ Compass Wealth Advisors $42.8M · Petaluma, CA
Pasadena, CA
Laguna Hills, CA
Valencia, CA
Assets under management$45.2M$47.6M$47.7M
Asset growth, last 2 years+686%––
Advisory staff112
Individual clients60129156
Assets per client$753K$369K$306K
Clients per advisor6012978
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack4–2
People on Advicer.bio212

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

ToolPysnik Financial, LLCAdvisors on CallWealth Planning Group, Inc.
Cash Management/Budgeting
FlourishUses it––
Client File Sharing
DropboxUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
EnvestnetUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pysnik Financial, LLC: Schwab · Advisors on Call: none listed · Wealth Planning Group, Inc.: none listed