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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+ 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
San Francisco, CA
Assets under management$183.7M$193.1M$193.2M
Asset growth, last 2 years+45%+41%−10%
Advisory staff432
Individual clients46170180
Assets per client$4M$1.1M$1.1M
Clients per advisor125790
Main custodian–SchwabSchwab
Filing with the SEC since20222012 or earlier2015
Tools in their stack––16
People on Advicer.bio431

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 LLCJanuary Capital Advisors
Advice Engagement
fpPathfinder––Uses it
Client Data Gathering
Jotform––Uses it
Client Meeting Support
Jump––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Email Newsletters
Substack––Uses it
Estate Planning
EncorEstate Plans––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Kwanti––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Holistiplan––Uses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

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