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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 Cooper Mcmanus (swap one in):+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA+ Globalt Investments $3.02B · Atlanta, GA+ Osborne Partners $2.65B · San Francisco, CA+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA
Irvine, CA
Philadelphia, PA
Chicago, IL
Assets under management$2.85B$3.02B$3.01B
Asset growth, last 2 years+81%+101%+25%
Advisory staff5079
Individual clients3,379644617
Assets per client$844K$4.7M$4.9M
Clients per advisor689269
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–21
People on Advicer.bio6176

From each firm's latest Form ADV (Oct 2026, Sep 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.

ToolCooper McmanusElm WealthChesley, Taft & Associates, LLC
CRM
HubSpot–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Cooper Mcmanus: Schwab, Fidelity · Elm Wealth: Fidelity · Chesley, Taft & Associates, LLC: Schwab, Cibc Private Wealth Management