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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 Osborne Partners (swap one in):+ Hollencrest Capital Management $2.87B · Newport Beach, CA+ Veris Wealth Partners, LLC $2.86B · Oakland, CA+ Saratoga Research & Investment Management $2.51B · Saratoga, CA+ Perennial Financial Services $2.5B · Los Angeles, CA
San Francisco, CA
Irvine, CA
Santa Monica, CA
Assets under management$2.65B$2.85B$2.81B
Asset growth, last 2 years+22%+81%+56%
Advisory staff145013
Individual clients7043,379203
Assets per client$3.8M$844K$13.8M
Clients per advisor506816
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio10619

From each firm's latest Form ADV (Aug 2026, Oct 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.

ToolOsborne PartnersCooper McmanusAngeles Wealth Management, LLC
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Osborne Partners: Schwab · Cooper Mcmanus: Schwab, Fidelity · Angeles Wealth Management, LLC: Schwab