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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+ Azimuth Capital Management $3.99B · Bloomfield Hills, MI+ Corecap Advisors $3.99B · Southfield, MI
Holland, MI
Southfield, MI
Los Angeles, CA
Assets under management$4.37B$4.98B$4.15B
Asset growth, last 2 years+46%+24%+64%
Advisory staff612935
Individual clients8,7997,2872,278
Assets per client$497K$684K$1.8M
Clients per advisor14425165
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack137
People on Advicer.bio663143

From each firm's latest Form ADV (Mar 2026, Jul 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 IncSteelpeak Wealth, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Betterment Advisor Solutions––Uses it
Interactive Brokers––Uses it
CRM
HubSpot–Uses itUses it
Envestnet Tamarac––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Advisory Alpha, LLC: Schwab, Fidelity · Advance Capital Management Inc: Schwab · Steelpeak Wealth, LLC: Schwab