Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Christopher Weil & Co Inc (swap one in):+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA+ Hcm Wealth $941.7M · San Rafael, CA+ Affinity Capital Advisors LLC $851.3M · Berkeley, CA+ American Money Management, LLC $844M · Rancho Santa Fe, CA
San Diego, CA
San Mateo, CA
Santa Barbara, CA
Assets under management$896.2M$950.1M$850.9M
Asset growth, last 2 years+15%+32%+60%
Advisory staff758
Individual clients5031821,974
Assets per client$1.8M$5.2M$431K
Clients per advisor7236247
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20172022
Tools in their stack2–3
People on Advicer.bio1369

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

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.

ToolChristopher Weil & Co IncBrickley Wealth ManagementChannel Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Christopher Weil & Co Inc: Fidelity · Brickley Wealth Management: Schwab · Channel Wealth, LLC: Schwab