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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
Manhattan Beach, CA
Assets under management$2.87B$3.02B$3.25B
Asset growth, last 2 years+21%+101%+46%
Advisory staff19710
Individual clients461644206
Assets per client$6.2M$4.7M$15.8M
Clients per advisor249221
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20132014
Tools in their stack–22
People on Advicer.bio15710

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 WealthMonograph Wealth Advisors, LLC
CRM
HubSpot–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hollencrest Capital Management: Schwab · Elm Wealth: Fidelity · Monograph Wealth Advisors, LLC: Fidelity, Schwab