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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+ Viaquest Advisors LLC $174.4M · Houston, TX+ Infinity Financial Services Advisory $174M · Oakland, CA
Malibu, CA
Encino, CA
Garden City, NY
Assets under management$183.7M$193.1M$174.5M
Asset growth, last 2 years+45%+41%+93%
Advisory staff432
Individual clients46170354
Assets per client$4M$1.1M$493K
Clients per advisor1257177
Main custodian–SchwabSchwab
Filing with the SEC since20222012 or earlier2020
Tools in their stack–––
People on Advicer.bio432

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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