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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+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Sharper & Granite LLC $366.4M · El Segundo, CA
Grass Valley, CA
Redondo Beach, CA
San Rafael, CA
Assets under management$386.4M$407.8M$366.4M
Asset growth, last 2 years+54%+29%+34%
Advisory staff322
Individual clients557155277
Assets per client$694K$2.6M$1.3M
Clients per advisor18678139
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20132018
Tools in their stack15–
People on Advicer.bio324

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

ToolOstrofe Financial Consultants IncNavigoe, LLCShira Ridge Wealth Management
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–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 · Shira Ridge Wealth Management: Schwab