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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 Perennial Financial Services (swap one in):+ Osborne Partners $2.65B · San Francisco, CA+ First Citizens Investor Services, Inc. $2.63B · Raleigh, NC+ Check Capital Management Inc $2.37B · Costa Mesa, CA+ Gemmer Asset Management LLC $2.36B · Walnut Creek, CA
Los Angeles, CA
Menlo Park, CA
San Rafael, CA
Assets under management$2.5B$2.75B$2.78B
Asset growth, last 2 years+68%+235%+30%
Advisory staff39105
Individual clients3,0695621
Assets per client$814K$49.2M$132.3M
Clients per advisor7964
Main custodianLPL FinancialFidelity–
Filing with the SEC since201720222012 or earlier
Tools in their stack––2
People on Advicer.bio49––

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

ToolPerennial Financial ServicesA16z Perennial Management, L.p.Ohana Advisors
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Perennial Financial Services: LPL Financial, Fidelity · A16z Perennial Management, L.p.: Fidelity · Ohana Advisors: none listed