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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 Cooke Wealth Management, LLC (swap one in):+ Wulff, Hansen & Co. $144.8M · San Rafael, CA+ Ortelius Capital Partners $143.8M+ Arbor Wealth Management $130M · Walnut Creek, CA+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA
Irvine, CA
Westlake Village, CA
Los Angeles, CA
Assets under management$136.9M$143.9M$143.8M
Asset growth, last 2 years+283%+21%+270%
Advisory staff212
Individual clients11411844
Assets per client$1.2M$1.2M$3.3M
Clients per advisor5711822
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio212

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

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.

ToolCooke Wealth Management, LLCHaven Capital GroupAqua Capital Advisors
Portfolio Management
Capitect––Uses it
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Cooke Wealth Management, LLC: none listed · Haven Capital Group: Schwab · Aqua Capital Advisors: Schwab