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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 Bickley Investments, LLC (swap one in):+ Planb Tax & Wealth Advisors LLC $500+ Vest Wealth Inc. $400
Macon, GA
San Jose, CA
Assets under management$447$750$300
Asset growth, last 2 years–−100%−99%
Advisory staff110
Individual clients153
Assets per client$447$150$100
Clients per advisor15–
Main custodian–––
Filing with the SEC since202620142021
Tools in their stack––1
People on Advicer.bio1––

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 2025). 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.

ToolBickley Investments, LLCWealthyxXoomfi Advisors
Custodial Platform
Interactive Brokers––Uses it