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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+ Acela Capital Management, LLC $38.1M · Los Altos, CA
La Mesa, CA
Sherman Oaks, CA
Irvine, CA
Assets under management$40.3M$42.4M$38M
Asset growth, last 2 years+37%––
Advisory staff211
Individual clients1376431
Assets per client$294K$663K$1.2M
Clients per advisor696431
Main custodianSEI––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––2
People on Advicer.bio211

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

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.

ToolAlpha & OmegaKatam Hill LLCOz Wealth Management LLC
Custodial Platform
Altruist––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Alpha & Omega: SEI, Fidelity · Katam Hill LLC: none listed · Oz Wealth Management LLC: none listed