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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+ American Fundstars $332.7M · Irvine, CA+ Cloud Capital Management $300.2M · Seattle, WA+ Silver Oak Wealth Advisors Services, LLC $300M · Los Angeles, CA
San Diego, CA
Modesto, CA
Fairfield, CA
Assets under management$316M$332.4M$331.9M
Asset growth, last 2 years+33%+50%–
Advisory staff423
Individual clients181988456
Assets per client$1.7M$336K$728K
Clients per advisor45494152
Main custodianShareholders Service Group, LLCSchwabLPL Financial
Filing with the SEC since2012 or earlier20212024
Tools in their stack6–2
People on Advicer.bio533

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

ToolWealth Analytics Partners, LLCOliveira WealthSolano Wealth Advisors
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)Uses it––
Advisor Lead Gen
WealthtenderUses it––
Digital Marketing
Snappy Kraken––Uses 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 · Solano Wealth Advisors: LPL Financial