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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 Intellectus Partners, LLC (swap one in):+ Cyndeo Wealth Partners $3.15B · St. Petersburg, FL+ Advisornet Wealth Partners $3.15B · Minnetonka, MN+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ A16z Perennial Management, L.p. $2.75B · Menlo Park, CA
San Francisco, CA
Manhattan Beach, CA
San Rafael, CA
Assets under management$2.98B$3.25B$2.78B
Asset growth, last 2 years+155%+46%+30%
Advisory staff6105
Individual clients19720621
Assets per client$15.1M$15.8M$132.3M
Clients per advisor33214
Main custodianFidelityFidelity–
Filing with the SEC since201420142012 or earlier
Tools in their stack322
People on Advicer.bio610–

From each firm's latest Form ADV (Oct 2026, Sep 2026, May 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

1 tool 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.

ToolIntellectus Partners, LLCMonograph Wealth Advisors, LLCOhana Advisors
CRM
HubSpotUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Performance Reporting
AddeparUses itUses itUses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Intellectus Partners, LLC: Fidelity · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Ohana Advisors: none listed