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 Ostrofe Financial Consultants Inc (swap one in):+ Boyd Wealth Management, LLC $409.8M · Sacramento, CA+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
Grass Valley, CA
Redondo Beach, CA
Miami, FL
Assets under management$386.4M$407.8M$406.2M
Asset growth, last 2 years+54%+29%+286%
Advisory staff329
Individual clients5571552,951
Assets per client$694K$2.6M$138K
Clients per advisor18678328
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20132023
Tools in their stack152
People on Advicer.bio3217

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

ToolOstrofe Financial Consultants IncNavigoe, LLCGuerra Wealth Advisors
Client File Sharing
Box–Uses it–
ShareFile––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Ostrofe Financial Consultants Inc: Pershing · Navigoe, LLC: Schwab · Guerra Wealth Advisors: Fidelity, Schwab