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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 Veris Wealth Partners, LLC (swap one in):+ Globalt Investments $3.02B · Atlanta, GA+ Chesley, Taft & Associates, LLC $3.01B · Chicago, IL+ Giverny Capital $2.7B · Montreal+ Osborne Partners $2.65B · San Francisco, CA
Oakland, CA
Philadelphia, PA
Beverly Hills, CA
Assets under management$2.86B$3.02B$2.59B
Asset growth, last 2 years+59%+101%+37%
Advisory staff1279
Individual clients316644234
Assets per client$9M$4.7M$11.1M
Clients per advisor269226
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack22–
People on Advicer.bio879

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

ToolVeris Wealth Partners, LLCElm WealthChecchi Capital Advisers, LLC
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Veris Wealth Partners, LLC: Fidelity, Schwab · Elm Wealth: Fidelity · Checchi Capital Advisers, LLC: Schwab, Comerica Bank and Trust, National Association