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 Obermeyer Wealth Partners (swap one in):+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Lutz Financial $3.19B · Omaha, NE+ Regal Investment Advisors LLC $2.88B · Kentwood, MI+ Capital Counsel LLC $2.87B · New York, NY
Aspen, CO
Mclean, VA
San Diego, CA
Assets under management$3.03B$3.19B$2.88B
Asset growth, last 2 years+27%+22%+36%
Advisory staff15298
Individual clients1,1151,442540
Assets per client$2.7M$2.2M$5.3M
Clients per advisor745068
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack131
People on Advicer.bio19255

From each firm's latest Form ADV (Oct 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.

ToolObermeyer Wealth PartnersBogart Wealth, LLCLm Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
CRM
SS&C Black Diamond–Uses it–
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Obermeyer Wealth Partners: Schwab · Bogart Wealth, LLC: Schwab · Lm Advisors LLC: Morgan Stanley, J.P. Morgan