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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 Brickley Wealth Management (swap one in):+ Mirador Capital Partners $1.01B · Pleasanton, CA+ Cohen Capital Management Inc $1B · Corte Madera, CA+ Christopher Weil & Co Inc $896.2M · San Diego, CA+ Vance Wealth $893.6M · Santa Clarita, CA
San Mateo, CA
Beverly Hills, CA
Sonoma, CA
Assets under management$950.1M$1.01B$1.01B
Asset growth, last 2 years+32%+22%+4%
Advisory staff5912
Individual clients1823402,815
Assets per client$5.2M$3M$359K
Clients per advisor3638235
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720202019
Tools in their stack–4–
People on Advicer.bio61013

From each firm's latest Form ADV (Aug 2026, Jul 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.

ToolBrickley Wealth ManagementAire Advisors, LLCFermata Advisors
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Alternatives
iCapital–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Brickley Wealth Management: Schwab · Aire Advisors, LLC: Fidelity · Fermata Advisors: Schwab