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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 Tradeway (swap one in):+ Wealth Management Advisors, LLC $93.8M+ Pacific Global Advisory Group LLC $93.7M · Dallas, TX+ Oak Street Advisory Group, LLC $84.8M+ Mccormick Financial Advisors, LLC $84.8M
San Clemente, CA
Assets under management$89.2M$93.8M$84.7M
Asset growth, last 2 years+15%––
Advisory staff1323
Individual clients61194170
Assets per client$146K$998K$498K
Clients per advisor474757
Main custodianInteractive Brokers––
Filing with the SEC since201620262026
Tools in their stack––1
People on Advicer.bio1223

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

ToolTradewayApogee Wealth Partners, LLCQuiver Financial Holdings LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tradeway: Interactive Brokers · Apogee Wealth Partners, LLC: none listed · Quiver Financial Holdings LLC: none listed