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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+ Bill Few Associates, Inc. $2.72B · Sewickley, PA+ Osborne Partners $2.65B · San Francisco, CA
Newport Beach, CA
Philadelphia, PA
Beverly Hills, CA
Assets under management$2.87B$3.02B$2.59B
Asset growth, last 2 years+21%+101%+37%
Advisory staff1979
Individual clients461644234
Assets per client$6.2M$4.7M$11.1M
Clients per advisor249226
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–2–
People on Advicer.bio1579

From each firm's latest Form ADV (Jun 2026, Sep 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 WealthChecchi Capital Advisers, LLC
CRM
HubSpot–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hollencrest Capital Management: Schwab · Elm Wealth: Fidelity · Checchi Capital Advisers, LLC: Schwab, Comerica Bank and Trust, National Association