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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 Roach Investment Services (swap one in):+ Pathway Financial Services, LLC $59.1M · Los Angeles, CA+ Ardent Capital $58.8M · Mountain View, CA+ South Lane Wealth Management LLC $53.1M+ Blacklines Financial $53M · Los Angeles, CA
San Mateo, CA
Irvine, CA
Los Angeles, CA
Assets under management$55.9M$58.8M$53.1M
Asset growth, last 2 years––+77%
Advisory staff1111
Individual clients59112265
Assets per client$948K$525K$200K
Clients per advisor5911224
Main custodian–––
Filing with the SEC since202620262016
Tools in their stack–––
People on Advicer.bio–110

From each firm's latest Form ADV (Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.