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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 Ostrofe Financial Consultants Inc (swap one in):+ Womack Wealth Management, Inc. $406.9M · Manhattan Beach, CA+ Guerra Wealth Advisors $406.2M · Miami, FL+ Shira Ridge Wealth Management $366.4M · San Rafael, CA+ Sharper & Granite LLC $366.4M · El Segundo, CA
Grass Valley, CA
Redondo Beach, CA
Woodland Hills, CA
Assets under management$386.4M$407.8M$366.7M
Asset growth, last 2 years+54%+29%+30%
Advisory staff324
Individual clients557155180
Assets per client$694K$2.6M$2M
Clients per advisor1867845
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack153
People on Advicer.bio325

From each firm's latest Form ADV (Feb 2026, Aug 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, LLCOder Investment Management, LLC
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Risk Tolerance
Tolerisk––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Ostrofe Financial Consultants Inc: Pershing · Navigoe, LLC: Schwab · Oder Investment Management, LLC: Schwab