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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):+ Casilio Leitch Investments $256M · Walnut Creek, CA+ International Private Wealth Advisors LLC $255.3M · San Diego, CA+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ Hippocratic Financial Advisors $229M · Westlake Village, CA
Westlake Village, CA
Walnut Creek, CA
Pleasanton, CA
Assets under management$242.8M$255M$255M
Asset growth, last 2 years−29%+104%+141%
Advisory staff226
Individual clients220141238
Assets per client$1.1M$1.8M$1.1M
Clients per advisor1107140
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020212024
Tools in their stack–43
People on Advicer.bio326

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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 ManagementPathwiseGrant Private Wealth Management
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Zephyr Wealth Management: Fidelity, Schwab · Pathwise: Schwab · Grant Private Wealth Management: Schwab