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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 Sonoma West Advisors (swap one in):+ Dorado Wealth Management LLC $268.8M+ Peak Financial Advisors $268.8M · Denver, CO+ Retirewise Tax and Wealth Advisors, Inc. $242.8M · Topeka, KS+ Zephyr Wealth Management $242.8M · Westlake Village, CA
Cincinnati, OH
Morton, IL
Assets under management$255.9M$268.8M$242.8M
Asset growth, last 2 years+59%+93%+108%
Advisory staff135
Individual clients5777936
Assets per client$4.5M$3.5M$259K
Clients per advisor5726187
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20222023
Tools in their stack1–3
People on Advicer.bio135

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

ToolSonoma West AdvisorsSchear Investment Advisers, LLC210 Financial
CRM
Envestnet TamaracUses it––
Performance Reporting
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Sonoma West Advisors: none listed · Schear Investment Advisers, LLC: Schwab · 210 Financial: Schwab, Alight Financial Solutions, LLC