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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 Advisory Alpha, LLC (swap one in):+ Cg Advisory Services $4.64B · Williamston, MI+ Verdence Capital Advisors, LLC $4.63B · Hunt Valley, MD+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Corecap Advisors $3.99B · Southfield, MI
Holland, MI
Southfield, MI
Bloomfield Hills, MI
Assets under management$4.37B$4.98B$3.99B
Asset growth, last 2 years+46%+24%+18%
Advisory staff61299
Individual clients8,7997,287381
Assets per client$497K$684K$10.5M
Clients per advisor14425142
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack132
People on Advicer.bio663110

From each firm's latest Form ADV (Mar 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.

ToolAdvisory Alpha, LLCAdvance Capital Management IncAzimuth Capital Management
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
CRM
HubSpot–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Advisory Alpha, LLC: Schwab, Fidelity · Advance Capital Management Inc: Schwab · Azimuth Capital Management: Schwab, RBC, BNY