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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
Westlake Village, CA
Assets under management$390.6M$411.9M$413.8M
Asset growth, last 2 years+46%+25%+33%
Advisory staff334
Individual clients197473242
Assets per client$2M$871K$1.7M
Clients per advisor6615861
Main custodianSchwabLPL FinancialWells Fargo
Filing with the SEC since201820142017
Tools in their stack–––
People on Advicer.bio344

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Platt Wealth Management: Schwab · Petix & Botte Financial: LPL Financial · Oak Asset Management, LLC: Wells Fargo