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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 Fuhrmann Capital (swap one in):+ Olesky Capital Management, LLC $63.7M+ Quality Asset Management, LLC $63.7M+ One Hopper Asset Management $57.5M · Utica, NY+ Globe & Anchor Wealth Management & Financial Planning, LLC $57.5M · Walnut Creek, CA
Indianapolis, IN
Los Altos, CA
Assets under management$60.6M$63.6M$63.6M
Asset growth, last 2 years–+40%–
Advisory staff122
Individual clients1027430
Assets per client$594K$860K$2.1M
Clients per advisor1023715
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––2
People on Advicer.bio222

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

ToolFuhrmann CapitalMok Capital ManagementBirch Street Financial Advisors
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it