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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 Zephyr Wealth Management (swap one in):+ International Private Wealth Advisors LLC $255.3M · San Diego, CA+ Grant Private Wealth Management $255M · Pleasanton, CA+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ Hippocratic Financial Advisors $229M · Westlake Village, CA
Westlake Village, CA
Walnut Creek, CA
Walnut Creek, CA
Assets under management$242.8M$255M$256M
Asset growth, last 2 years−29%+104%+69%
Advisory staff224
Individual clients220141220
Assets per client$1.1M$1.8M$1.2M
Clients per advisor1107155
Main custodianFidelitySchwabFidelity
Filing with the SEC since202020212017
Tools in their stack–41
People on Advicer.bio322

From each firm's latest Form ADV (Mar 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.

ToolZephyr Wealth ManagementPathwiseCasilio Leitch Investments
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Zephyr Wealth Management: Fidelity, Schwab · Pathwise: Schwab · Casilio Leitch Investments: Fidelity