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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 Redwood Investment Group, Inc (swap one in):+ Ares Financial Consulting LLC $243.9M · Calabasas, CA+ Zephyr Wealth Management $242.8M · Westlake Village, CA+ Allstreet Capital LLC $218M · Los Angeles, CA+ Advanced Portfolio Strategies $217.4M · Torrance, CA
Fort Bragg, CA
Newport Beach, CA
New Braunfels, TX
Assets under management$230.3M$243.6M$218.7M
Asset growth, last 2 years+66%+96%+57%
Advisory staff335
Individual clients75391479
Assets per client$306K$2.7M$457K
Clients per advisor2513096
Main custodian–SchwabSchwab
Filing with the SEC since202120222021
Tools in their stack––3
People on Advicer.bio416

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

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.

ToolRedwood Investment Group, IncPrattes Wealth PartnersChristian Financial Advisors
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Redwood Investment Group, Inc: none listed · Prattes Wealth Partners: Schwab, Interactive Brokers · Christian Financial Advisors: Schwab