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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):+ A16z Perennial Management, L.p. $2.75B · Menlo Park, 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
Santa Monica, CA
Assets under management$2.54B$2.78B$2.81B
Asset growth, last 2 years+55%+30%+56%
Advisory staff8513
Individual clients17621203
Assets per client$14.4M$132.3M$13.8M
Clients per advisor22416
Main custodianSchwab–Schwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio6–9

From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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 AdvisorsAngeles Wealth Management, LLC
Performance Reporting
Addepar–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Validus Capital LLC: Schwab · Ohana Advisors: none listed · Angeles Wealth Management, LLC: Schwab