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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):+ Ohana Advisors $2.78B · San Rafael, 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 Francisco, CA
Assets under management$2.5B$2.75B$2.65B
Asset growth, last 2 years+68%+235%+22%
Advisory staff391014
Individual clients3,06956704
Assets per client$814K$49.2M$3.8M
Clients per advisor79650
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since201720222012 or earlier
Tools in their stack––2
People on Advicer.bio49–10

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.Osborne Partners
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Perennial Financial Services: LPL Financial, Fidelity · A16z Perennial Management, L.p.: Fidelity · Osborne Partners: Schwab