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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 Gallagher Wealth Management (swap one in):+ Brave New Wealth $130.7M · Westlake Village, CA+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA+ Pmb Advisors $117.2M · Larkspur, CA+ Jaffe Asset Management LLC $116.2M · Beverly Hills, CA
Danville, CA
Walnut Creek, CA
Temecula, CA
Assets under management$123.5M$130M$116.8M
Asset growth, last 2 years+243%–+265%
Advisory staff142
Individual clients117261244
Assets per client$1.1M$498K$479K
Clients per advisor11765122
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack11–
People on Advicer.bio142

From each firm's latest Form ADV (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.

ToolGallagher Wealth ManagementArbor Wealth ManagementInvestment Managers Group, LLC
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Gallagher Wealth Management: Schwab · Arbor Wealth Management: none listed · Investment Managers Group, LLC: none listed