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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+ Wealth Planning Group, Inc. $47.7M · Valencia, CA+ Clifford Financial Planning, Inc. $42.9M · Santa Rosa, CA+ Compass Wealth Advisors $42.8M · Petaluma, CA
Pasadena, CA
Laguna Hills, CA
Westlake Village, CA
Assets under management$45.2M$47.6M$47.4M
Asset growth, last 2 years+686%––
Advisory staff111
Individual clients6012913
Assets per client$753K$369K$3.6M
Clients per advisor6012913
Main custodianSchwab––
Filing with the SEC since202320262025
Tools in their stack4––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Apr 2026, Dec 2025). 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 CallWestlake Capital Inc
Cash Management/Budgeting
FlourishUses it––
Client File Sharing
DropboxUses it––
Portfolio Management
EnvestnetUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pysnik Financial, LLC: Schwab · Advisors on Call: none listed · Westlake Capital Inc: none listed