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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 Platt Wealth Management (swap one in):+ Ted Buchan & Company $413.2M · San Diego, CA+ Everest Private Wealth $410.8M · Cupertino, CA+ Orion Capital Management LLC $370.9M · Coronado, CA+ Atala Financial Inc $370.7M · Calabasas, CA
San Diego, CA
La Mesa, CA
San Mateo, CA
Assets under management$390.6M$411.9M$370.4M
Asset growth, last 2 years+46%+25%+21%
Advisory staff335
Individual clients197473521
Assets per client$2M$871K$711K
Clients per advisor66158104
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201820142019
Tools in their stack––3
People on Advicer.bio345

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

ToolPlatt Wealth ManagementPetix & Botte FinancialCatalyst Private Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
E-Signature
Adobe Sign––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Platt Wealth Management: Schwab · Petix & Botte Financial: LPL Financial · Catalyst Private Wealth, LLC: Schwab