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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):+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA+ 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
Atlanta, GA
Assets under management$2.86B$3.02B$3.02B
Asset growth, last 2 years+59%+101%+14%
Advisory staff12718
Individual clients3166443,062
Assets per client$9M$4.7M$987K
Clients per advisor2692170
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20132023
Tools in their stack221
People on Advicer.bio8712

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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 WealthGlobalt Investments
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Veris Wealth Partners, LLC: Fidelity, Schwab · Elm Wealth: Fidelity · Globalt Investments: Fidelity