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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
Santa Maria, CA
Assets under management$242.8M$255M$228.6M
Asset growth, last 2 years−29%+104%–
Advisory staff225
Individual clients220141659
Assets per client$1.1M$1.8M$347K
Clients per advisor11071132
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, May 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 ManagementPathwiseX Advisors, LLC
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Schedule Apps
Calendly–Uses it–

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