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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):+ January Capital Advisors $193.2M · San Francisco, CA+ Baybridge Capital Group, LLC $192.9M · Livermore, CA+ Davidov Wealth Group, LLC $174.5M · Garden City, NY+ Infinity Financial Services Advisory $174M · Oakland, CA
Malibu, CA
Encino, CA
Solana Beach, CA
Assets under management$183.7M$193.1M$193.6M
Asset growth, last 2 years+45%+41%+21%
Advisory staff433
Individual clients46170124
Assets per client$4M$1.1M$1.6M
Clients per advisor125741
Main custodian–SchwabSchwab
Filing with the SEC since20222012 or earlier2020
Tools in their stack––2
People on Advicer.bio434

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 LLCD. M. Brenner, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Vincimus Capital, LLC: none listed · Willner & Heller LLC: Schwab · D. M. Brenner, Inc.: Schwab