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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 Validus Capital LLC (swap one in):+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA+ Phillips and Company Advisors LLC $2.66B · Portland, OR+ Sentry Advisors, LLC $2.41B · San Francisco, CA+ Check Capital Management Inc $2.37B · Costa Mesa, CA
El Segundo, CA
San Rafael, CA
Menlo Park, CA
Assets under management$2.54B$2.78B$2.75B
Asset growth, last 2 years+55%+30%+235%
Advisory staff8510
Individual clients1762156
Assets per client$14.4M$132.3M$49.2M
Clients per advisor2246
Main custodianSchwab–Fidelity
Filing with the SEC since20222012 or earlier2022
Tools in their stack–2–
People on Advicer.bio6––

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

ToolValidus Capital LLCOhana AdvisorsA16z Perennial Management, L.p.
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Validus Capital LLC: Schwab · Ohana Advisors: none listed · A16z Perennial Management, L.p.: Fidelity