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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 Alpha & Omega (swap one in):+ The Wealth Collective, LLC $42.5M · Los Angeles, CA+ Brightview Financial Solutions $42.3M · Redwood City, CA+ Harris & Associates $38.1M · Manhattan Beach, CA+ Oz Wealth Management LLC $38M · Irvine, CA
La Mesa, CA
Sherman Oaks, CA
Los Altos, CA
Assets under management$40.3M$42.4M$38.1M
Asset growth, last 2 years+37%––
Advisory staff212
Individual clients1376419
Assets per client$294K$663K$2M
Clients per advisor696410
Main custodianSEI––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–––
People on Advicer.bio212

From each firm's latest Form ADV (Jul 2026, Sep 2026, Feb 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: Alpha & Omega: SEI, Fidelity · Katam Hill LLC: none listed · Acela Capital Management, LLC: none listed