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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 Wealth Analytics Partners, LLC (swap one in):+ Evermont Wealth $333.9M · Claremont, CA+ Solano Wealth Advisors $331.9M · Fairfield, CA+ Cloud Capital Management $300.2M · Seattle, WA+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA
San Diego, CA
Modesto, CA
Irvine, CA
Assets under management$316M$332.4M$332.7M
Asset growth, last 2 years+33%+50%+179%
Advisory staff429
Individual clients181988421
Assets per client$1.7M$336K$790K
Clients per advisor4549447
Main custodianShareholders Service Group, LLCSchwabSchwab
Filing with the SEC since2012 or earlier20212022
Tools in their stack6––
People on Advicer.bio539

From each firm's latest Form ADV (Jun 2026, Dec 2025). 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.

ToolWealth Analytics Partners, LLCOliveira WealthAmerican Fundstars
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Advisor Lead Gen
WealthtenderUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wealth Analytics Partners, LLC: Shareholders Service Group, LLC, Schwab · Oliveira Wealth: Schwab · American Fundstars: Schwab