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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 Braypark Wealth Management (swap one in):+ Brightview Financial Solutions $42.3M · Redwood City, CA+ Mission Street Wealth Planning $42.1M · Pasadena, CA+ Redefine Financial $37.8M · Mission Viejo, CA+ Spurgeon Financial Group $37.8M · Stockton, CA
Costa Mesa, CA
Escondido, CA
San Francisco, CA
Assets under management$40M$42.3M$37.8M
Asset growth, last 2 years–––
Advisory staff412
Individual clients90102111
Assets per client$444K$414K$340K
Clients per advisor2310256
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack125
People on Advicer.bio512

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

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.

ToolBraypark Wealth ManagementHarvestwise Wealth PlanningAmoretti Capital Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
401(k) Implementation
Vestwell––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace––Uses it