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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):+ Oak Asset Management, LLC $413.8M · Westlake Village, 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 Diego, CA
Assets under management$390.6M$411.9M$413.2M
Asset growth, last 2 years+46%+25%+65%
Advisory staff332
Individual clients197473383
Assets per client$2M$871K$1.1M
Clients per advisor66158192
Main custodianSchwabLPL FinancialPershing
Filing with the SEC since201820142012 or earlier
Tools in their stack––3
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 FinancialTed Buchan & Company
Custodial Platform
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
AssetBook––Uses it

Custodians on Form ADV: Platt Wealth Management: Schwab · Petix & Botte Financial: LPL Financial · Ted Buchan & Company: Pershing