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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):+ Heritage Investors Management Corp $4.63B · Bethesda, MD+ Verdence Capital Advisors, LLC $4.63B · Hunt Valley, MD+ Azimuth Capital Management $3.99B · Bloomfield Hills, MI+ Corecap Advisors $3.99B · Southfield, MI
Holland, MI
Southfield, MI
Williamston, MI
Assets under management$4.37B$4.98B$4.64B
Asset growth, last 2 years+46%+24%+72%
Advisory staff612969
Individual clients8,7997,2874,898
Assets per client$497K$684K$948K
Clients per advisor14425171
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack13–
People on Advicer.bio663169

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 IncCg Advisory Services
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–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 · Cg Advisory Services: Axos Clearing, LPL Financial