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 Prattes Wealth Partners (swap one in):+ Carbahal Olsen Financial Services Group LLC $257.6M · Davis, CA+ Vienna Asset Management LLC $256.5M · Saratoga, CA+ Financial Concepts Unlimited, Inc. $231.4M+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA
Newport Beach, CA
Palos Verdes Estates, CA
Walnut Creek, CA
Assets under management$243.6M$256.5M$256M
Asset growth, last 2 years+96%+64%+69%
Advisory staff334
Individual clients91156220
Assets per client$2.7M$1.6M$1.2M
Clients per advisor305255
Main custodianSchwab–Fidelity
Filing with the SEC since202220232017
Tools in their stack–11
People on Advicer.bio132

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

ToolPrattes Wealth PartnersDelarme Wealth Management, Inc.Casilio Leitch Investments
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Prattes Wealth Partners: Schwab, Interactive Brokers · Delarme Wealth Management, Inc.: none listed · Casilio Leitch Investments: Fidelity