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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 Hollencrest Capital Management (swap one in):+ Globalt Investments $3.02B · Atlanta, GA+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Osborne Partners $2.65B · San Francisco, CA+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA
Newport Beach, CA
Philadelphia, PA
Sewickley, PA
Assets under management$2.87B$3.02B$2.72B
Asset growth, last 2 years+21%+101%+28%
Advisory staff19729
Individual clients4616442,954
Assets per client$6.2M$4.7M$922K
Clients per advisor2492102
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–2–
People on Advicer.bio15728

From each firm's latest Form ADV (Jun 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.

ToolHollencrest Capital ManagementElm WealthBill Few Associates, Inc.
CRM
HubSpot–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hollencrest Capital Management: Schwab · Elm Wealth: Fidelity · Bill Few Associates, Inc.: Pershing