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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 Rubicon Advisors (swap one in):+ Pavion Blue Capital, LLC $443.7M · Newport Beach, CA+ Lifesteps Financial $442.7M · Claremont, CA+ Concord Investment Counsel $397.9M · Irvine, CA+ Miramontes Capital, LLC $396.9M · Newport Beach, CA
Redding, CA
Danville, CA
San Ramon, CA
Assets under management$420.7M$443.2M$396.9M
Asset growth, last 2 years+43%–+54%
Advisory staff1935
Individual clients1,370121352
Assets per client$307K$3.7M$1.1M
Clients per advisor724070
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201720232021
Tools in their stack–13
People on Advicer.bio1225

From each firm's latest Form ADV (Sep 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.

ToolRubicon AdvisorsGreykasell Wealth Strategies, Inc.New Insight Wealth Advisors
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Rubicon Advisors: LPL Financial · Greykasell Wealth Strategies, Inc.: Fidelity, Schwab · New Insight Wealth Advisors: Schwab