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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
San Diego, CA
Assets under management$561.3M$597.2M$528.8M
Asset growth, last 2 years+34%+101%+29%
Advisory staff545
Individual clients561793238
Assets per client$1M$753K$2.2M
Clients per advisor11219848
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2016
Tools in their stack262
People on Advicer.bio565

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

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 PortfoliosWillow Creek Financial
Custodial Platform
Charles SchwabUses itUses itUses it
Interactive Brokers–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
CRM
SS&C Black DiamondUses itUses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Towerpoint Wealth, LLC: Schwab · Measured Risk Portfolios: Schwab · Willow Creek Financial: Schwab