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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 Braintrust Capital, LLC (swap one in):+ Torrey Capital Investments $99.8M · Cardiff-By-The-Sea, CA+ Fairlead Financial Advisors, LLC $99.8M+ I2i Analytics, LLC $90.2M+ Oaktree Financial Planning, LLC $90.2M · Fort Collins, CO
San Antonio, TX
Dallas, TX
Plano, TX
Assets under management$95M$100M$90M
Asset growth, last 2 years+329%––
Advisory staff111
Individual clients651588
Assets per client$1.5M$6.7M$1M
Clients per advisor651588
Main custodianLPL Financial––
Filing with the SEC since202220262026
Tools in their stack–23
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Apr 2026, Feb 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

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.

ToolBraintrust Capital, LLCHolbrook Management, LLCFreshfield Capital, LLC
Website Builders
Webflow–Uses it–
Wix––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Client File Sharing
Box––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Braintrust Capital, LLC: LPL Financial · Holbrook Management, LLC: none listed · Freshfield Capital, LLC: none listed