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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 Taxable Wealth (swap one in):+ The Blakeley Group Inc $96.4M · Santa Clara, CA+ Meyers Wealth Management $96M · Palo Alto, CA+ Veritas Financial Consulting LLC $86.2M · Monrovia, CA+ Von Adelung Wealth Management $86M · Montrose, CA
San Diego, CA
Danville, CA
La Jolla, CA
Assets under management$91.2M$96.3M$86.5M
Asset growth, last 2 years–––
Advisory staff214
Individual clients4022344
Assets per client$2.3M$432K$2M
Clients per advisor2022311
Main custodian–Altruist–
Filing with the SEC since202620242026
Tools in their stack––1
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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.

ToolTaxable WealthPacific Wealth Advisory Services LLCGrow Funds LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Taxable Wealth: none listed · Pacific Wealth Advisory Services LLC: Altruist · Grow Funds LLC: none listed