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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+ Spurgeon Financial Group $37.8M · Stockton, CA+ Amoretti Capital Management $37.8M · San Francisco, CA
Costa Mesa, CA
Escondido, CA
Mission Viejo, CA
Assets under management$40M$42.3M$37.8M
Asset growth, last 2 years–––
Advisory staff411
Individual clients9010291
Assets per client$444K$414K$416K
Clients per advisor2310291
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack122
People on Advicer.bio511

From each firm's latest Form ADV (Mar 2026, Apr 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 PlanningRedefine Financial
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Custodial Platform
SEI––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–