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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+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Arbor Wealth Management $130M · Walnut Creek, CA+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA
Irvine, CA
Westlake Village, CA
San Francisco, CA
Assets under management$136.9M$143.9M$128.7M
Asset growth, last 2 years+283%+21%+21%
Advisory staff213
Individual clients114118294
Assets per client$1.2M$1.2M$438K
Clients per advisor5711898
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack2–4
People on Advicer.bio213

From each firm's latest Form ADV (Feb 2026, Mar 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 GroupProspettiva Financial
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

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