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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+ Capitol Wealth Management $42.3M · Concord, NH+ Harris & Associates $38.1M · Manhattan Beach, CA+ Acela Capital Management, LLC $38.1M · Los Altos, CA
La Mesa, CA
Sherman Oaks, CA
Redwood City, CA
Assets under management$40.3M$42.4M$42.3M
Asset growth, last 2 years+37%––
Advisory staff211
Individual clients1376421
Assets per client$294K$663K$2M
Clients per advisor696421
Main custodianSEI––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Jul 2026, Sep 2026, Jan 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 · Brightview Financial Solutions: none listed