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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 Telos Wealth (swap one in):+ Pgp Wealth Services, LLC $79.2M+ Endeavor Financial Advisors, LLC $79.2M+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Omega Financial Investments & Insurance $71.2M · Kirkland, WA
Wenatchee, WA
Everett, WA
Assets under management$75.4M$79.8M$79.2M
Asset growth, last 2 years––+147%
Advisory staff121
Individual clients1115749
Assets per client$679K$1.4M$1.6M
Clients per advisor1112949
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack2––
People on Advicer.bio131

From each firm's latest Form ADV (May 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

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.

ToolTelos WealthPacific Crest Financial Advisors, LLCLawrence Wealth Management
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Telos Wealth: none listed · Pacific Crest Financial Advisors, LLC: none listed · Lawrence Wealth Management: Schwab