Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Wallender, Timothy Joseph $137.3M · Manhattan Beach, CA+ Johnson & Shute Investment Advisors, Inc. $137.3M · Bellevue, WA+ Candide Group $123.6M · Oakland, CA+ Gallagher Wealth Management $123.5M · Danville, CA
Westlake Village, CA
Grass Valley, CA
Palo Alto, CA
Assets under management$130.7M$137.7M$138.2M
Asset growth, last 2 years–+106%+33%
Advisory staff231
Individual clients2023939
Assets per client$6.5M$576K$3.5M
Clients per advisor108039
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2024
Tools in their stack3–2
People on Advicer.bio231

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

ToolBrave New WealthApple & AssociatesMaya Advisors, Inc.
Website Builders
SquarespaceUses it––
Wix––Uses it
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Brave New Wealth: none listed · Apple & Associates: none listed · Maya Advisors, Inc.: Schwab