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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 Towerpoint Wealth, LLC (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA
Sacramento, CA
San Diego, CA
Grand Rapids, MI
Assets under management$561.3M$597.2M$589.4M
Asset growth, last 2 years+34%+101%+55%
Advisory staff546
Individual clients561793446
Assets per client$1M$753K$1.3M
Clients per advisor11219874
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack262
People on Advicer.bio566

From each firm's latest Form ADV (Jun 2026, Apr 2026, Oct 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

1 tool 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.

ToolTowerpoint Wealth, LLCMeasured Risk PortfoliosVoisard Asset Management Group
CRM
SS&C Black DiamondUses itUses it–
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Interactive Brokers–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Towerpoint Wealth, LLC: Schwab · Measured Risk Portfolios: Schwab · Voisard Asset Management Group: Schwab