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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 Alba Financial LLC (swap one in):+ Dollars & Sense Financial Fitness $4M+ Capital Wise Advisory $4M · Wesley Chapel, FL+ Be Your Best Financial $3.6M+ Alvarado Management Company $3.6M · San Francisco, CA
Council Bluffs, IA
Concord, CA
Assets under management$3.8M$4M$3.6M
Asset growth, last 2 years–––
Advisory staff122
Individual clients27–27
Assets per client$141K–$134K
Clients per advisor27–14
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2––
People on Advicer.bio122

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

ToolAlba Financial LLCApi Capital, LLCAggregate Financial Services, Inc.
Custodial Platform
AltruistUses it––
Schedule Apps
CalendlyUses it––