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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 Bridger Financial Services, LLC (swap one in):+ The Wealth Collective, LLC $42.5M · Los Angeles, CA+ Katam Hill LLC $42.4M · Sherman Oaks, CA+ Harris & Associates $38.1M · Manhattan Beach, CA+ Acela Capital Management, LLC $38.1M · Los Altos, CA
Temecula, CA
Redwood City, CA
Escondido, CA
Assets under management$40.2M$42.3M$42.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients18221102
Assets per client$221K$2M$414K
Clients per advisor18221102
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack5–2
People on Advicer.bio111

From each firm's latest Form ADV (Jan 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.

ToolBridger Financial Services, LLCBrightview Financial SolutionsHarvestwise Wealth Planning
Custodial Platform
AltruistUses it––
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
Client File Sharing
DropboxUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it