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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+ Osborne Partners $2.65B · San Francisco, CA+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA
Oakland, CA
Philadelphia, PA
Montreal
Assets under management$2.86B$3.02B$2.7B
Asset growth, last 2 years+59%+101%+54%
Advisory staff1276
Individual clients3166444,408
Assets per client$9M$4.7M$613K
Clients per advisor2692735
Main custodianFidelityFidelityNational Bank Financial Inc.
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack22–
People on Advicer.bio873

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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 WealthGiverny Capital
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 · Giverny Capital: National Bank Financial Inc.