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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+ Checchi Capital Advisers, LLC $2.59B · Beverly Hills, CA
Oakland, CA
Philadelphia, PA
San Francisco, CA
Assets under management$2.86B$3.02B$2.65B
Asset growth, last 2 years+59%+101%+22%
Advisory staff12714
Individual clients316644704
Assets per client$9M$4.7M$3.8M
Clients per advisor269250
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack222
People on Advicer.bio8710

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

ToolVeris Wealth Partners, LLCElm WealthOsborne Partners
CRM
Envestnet TamaracUses it––
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it

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