Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA
Newport Beach, CA
Philadelphia, PA
San Francisco, CA
Assets under management$2.87B$3.02B$2.65B
Asset growth, last 2 years+21%+101%+22%
Advisory staff19714
Individual clients461644704
Assets per client$6.2M$4.7M$3.8M
Clients per advisor249250
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–22
People on Advicer.bio15710

From each firm's latest Form ADV (Jun 2026, Sep 2026, Aug 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 WealthOsborne Partners
CRM
HubSpot–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hollencrest Capital Management: Schwab · Elm Wealth: Fidelity · Osborne Partners: Schwab