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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 Aire Advisors, LLC (swap one in):+ Spinnaker Investment Group, LLC $1.07B · Newport Beach, CA+ Worthpointe $1.06B+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA+ Brickley Wealth Management $950.1M · San Mateo, CA
Beverly Hills, CA
Pasadena, CA
San Francisco, CA
Assets under management$1.01B$1.06B$1.06B
Asset growth, last 2 years+22%+46%+51%
Advisory staff9213
Individual clients340459800
Assets per client$3M$2.3M$1.3M
Clients per advisor3823062
Main custodianFidelityPershingSchwab
Filing with the SEC since20202012 or earlier2017
Tools in their stack416
People on Advicer.bio10414

From each firm's latest Form ADV (Jul 2026, Aug 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.

ToolAire Advisors, LLCSchnieders Capital Management, LLC.Brio Financial Group
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Wealthscape (Fidelity)Uses it––
Alternatives
iCapitalUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Aire Advisors, LLC: Fidelity · Schnieders Capital Management, LLC.: Pershing, Schwab · Brio Financial Group: Schwab