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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 Vincimus Capital, LLC (swap one in):+ D. M. Brenner, Inc. $193.6M · Solana Beach, CA+ January Capital Advisors $193.2M · San Francisco, CA+ Davidov Wealth Group, LLC $174.5M · Garden City, NY+ Infinity Financial Services Advisory $174M · Oakland, CA
Malibu, CA
Encino, CA
Livermore, CA
Assets under management$183.7M$193.1M$192.9M
Asset growth, last 2 years+45%+41%+14%
Advisory staff432
Individual clients46170219
Assets per client$4M$1.1M$881K
Clients per advisor1257110
Main custodian–SchwabSchwab
Filing with the SEC since20222012 or earlier2018
Tools in their stack––3
People on Advicer.bio432

From each firm's latest Form ADV (May 2026, Jun 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.

ToolVincimus Capital, LLCWillner & Heller LLCBaybridge Capital Group, LLC
CRM
Envestnet Tamarac––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Vincimus Capital, LLC: none listed · Willner & Heller LLC: Schwab · Baybridge Capital Group, LLC: Schwab