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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 Wealthpaver (swap one in):+ Pair Lending LLC $81K · San Francisco, CA+ Dca Investment Advisory, LLC $72K+ Tandem Financial Planning LLC $64K+ Afrobloc $63K
Pleasanton, CA
San Diego, CA
San Diego, CA
Assets under management$67K$76K$73K
Asset growth, last 2 years+199%–+18,186%
Advisory staff110
Individual clients24131
Assets per client$3K$76K$2K
Clients per advisor241–
Main custodianInteractive Brokers––
Filing with the SEC since201820262023
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wealthpaver: Interactive Brokers · Pearson, Frederick, Norman Jr.: none listed · Socialtrader: none listed