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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):+ Veris Wealth Partners, LLC $2.86B · Oakland, CA+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ Saratoga Research & Investment Management $2.51B · Saratoga, CA+ Perennial Financial Services $2.5B · Los Angeles, CA
San Francisco, CA
Irvine, CA
Newport Beach, CA
Assets under management$2.65B$2.85B$2.87B
Asset growth, last 2 years+22%+81%+21%
Advisory staff145019
Individual clients7043,379461
Assets per client$3.8M$844K$6.2M
Clients per advisor506824
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio106115

From each firm's latest Form ADV (Aug 2026, Oct 2026, Jun 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 McmanusHollencrest Capital Management
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Osborne Partners: Schwab · Cooper Mcmanus: Schwab, Fidelity · Hollencrest Capital Management: Schwab