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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 The Sullivan Group (swap one in):+ Changing Parameters, LLC $105.4M · Los Altos, CA+ Clearview Investment Partners, LLC $105.3M · Costa Mesa, CA+ Benning Financial Group, LLC $95M · Benicia, CA+ Webb Financial Group $94.4M · Mission Viejo, CA
Roseville, CA
Costa Mesa, CA
Carlsbad, CA
Assets under management$100.1M$105.2M$105.2M
Asset growth, last 2 years+51%+110%–
Advisory staff312
Individual clients9612553
Assets per client$1M$842K$2M
Clients per advisor3212527
Main custodian–––
Filing with the SEC since2012 or earlier2012 or earlier2026
Tools in their stack–11
People on Advicer.bio312

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jan 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.

ToolThe Sullivan GroupFarah Private Wealth Management, IncBirchwood Capital
Planning Light
Advyzon––Uses it
Website Builders
Wix–Uses it–