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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 Brave New Wealth (swap one in):+ Maya Advisors, Inc. $138.2M · Palo Alto, CA+ Wallender, Timothy Joseph $137.3M · Manhattan Beach, CA+ Candide Group $123.6M · Oakland, CA+ Pacific Specialty Investment Group, LLC $123.2M · Newport Beach, CA
Westlake Village, CA
Grass Valley, CA
Danville, CA
Assets under management$130.7M$137.7M$123.5M
Asset growth, last 2 years–+106%+243%
Advisory staff231
Individual clients20239117
Assets per client$6.5M$576K$1.1M
Clients per advisor1080117
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio231

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

ToolBrave New WealthApple & AssociatesGallagher Wealth Management
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Brave New Wealth: none listed · Apple & Associates: none listed · Gallagher Wealth Management: Schwab