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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
Manhattan Beach, CA
Assets under management$2.86B$3.02B$3.25B
Asset growth, last 2 years+59%+101%+46%
Advisory staff12710
Individual clients316644206
Assets per client$9M$4.7M$15.8M
Clients per advisor269221
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20132014
Tools in their stack222
People on Advicer.bio8710

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 WealthMonograph Wealth Advisors, LLC
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Veris Wealth Partners, LLC: Fidelity, Schwab · Elm Wealth: Fidelity · Monograph Wealth Advisors, LLC: Fidelity, Schwab