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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 Alden Capital (swap one in):+ Means Wealth Management $1.59B · Bangor, ME+ Tanglewood Total Wealth Management, Inc. $1.59B · Houston, TX+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Parkside Investments, LLC $1.44B · Deerfield, IL
Wayne, PA
Lancaster, PA
Madison, WI
Assets under management$1.52B$1.63B$1.44B
Asset growth, last 2 years+131%+22%+47%
Advisory staff19108
Individual clients2,504994357
Assets per client$605K$1.6M$4M
Clients per advisor1329945
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20182012 or earlier2014
Tools in their stack–3–
People on Advicer.bio20127

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

ToolAlden CapitalRodgers & AssociatesIsthmus Partners, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Performance Reporting
AssetBook–Uses it–

Custodians on Form ADV: Alden Capital: Raymond James · Rodgers & Associates: Schwab, Fidelity · Isthmus Partners, LLC: Schwab