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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 Brightview Financial Solutions (swap one in):+ Good Life Private Wealth, LLC $44.5M · Fort Worth, TX+ Silverlake Portfolio Advisors LLC $44.5M+ Azimuth Wealth Advisors $40.2M · San Diego, CA+ Dawson Investment Management $40.1M · Walnut Creek, CA
Redwood City, CA
San Diego, CA
Temecula, CA
Assets under management$42.3M$44.6M$40.2M
Asset growth, last 2 years–––
Advisory staff121
Individual clients21159182
Assets per client$2M$281K$221K
Clients per advisor2180182
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–25
People on Advicer.bio121

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.

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.

ToolBrightview Financial SolutionsQualified PlanningBridger Financial Services, LLC
Custodial Platform
Altruist––Uses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
Dropbox––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–