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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 Harold Davidson & Associates, Inc (swap one in):+ Oak Asset Management, LLC $413.8M · Westlake Village, CA+ Ted Buchan & Company $413.2M · San Diego, CA+ Orion Capital Management LLC $370.9M · Coronado, CA+ Atala Financial Inc $370.7M · Calabasas, CA
Los Angeles, CA
La Mesa, CA
Cupertino, CA
Assets under management$390.5M$411.9M$410.8M
Asset growth, last 2 years+24%+25%+85%
Advisory staff332
Individual clients23747390
Assets per client$1.6M$871K$4.6M
Clients per advisor7915845
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20142021
Tools in their stack––1
People on Advicer.bio442

From each firm's latest Form ADV (Aug 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.

ToolHarold Davidson & Associates, IncPetix & Botte FinancialEverest Private Wealth
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Harold Davidson & Associates, Inc: Schwab · Petix & Botte Financial: LPL Financial · Everest Private Wealth: Schwab