Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ 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
San Diego, CA
Assets under management$242.8M$255M$255.3M
Asset growth, last 2 years−29%+104%+44%
Advisory staff223
Individual clients220141384
Assets per client$1.1M$1.8M$665K
Clients per advisor11071128
Main custodianFidelitySchwabFidelity
Filing with the SEC since202020212022
Tools in their stack–42
People on Advicer.bio323

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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 ManagementPathwiseInternational Private Wealth Advisors LLC
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Zephyr Wealth Management: Fidelity, Schwab · Pathwise: Schwab · International Private Wealth Advisors LLC: Fidelity, Schwab