Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Oak Asset Management, LLC $413.8M · Westlake Village, CA+ Ted Buchan & Company $413.2M · San Diego, CA+ Orion Capital Management LLC $370.9M · Coronado, CA+ Atala Financial Inc $370.7M · Calabasas, CA
San Diego, CA
La Mesa, CA
Cupertino, CA
Assets under management$390.6M$411.9M$410.8M
Asset growth, last 2 years+46%+25%+85%
Advisory staff332
Individual clients19747390
Assets per client$2M$871K$4.6M
Clients per advisor6615845
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201820142021
Tools in their stack––1
People on Advicer.bio342

From each firm's latest Form ADV (Feb 2026, Mar 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 FinancialEverest Private Wealth
CRM
SS&C Black Diamond––Uses it

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