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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):+ Alta Capital Management LLC $1.6B · Salt Lake City, UT+ Means Wealth Management $1.59B · Bangor, ME+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Isthmus Partners, LLC $1.44B · Madison, WI
Wayne, PA
Lancaster, PA
Houston, TX
Assets under management$1.52B$1.63B$1.59B
Asset growth, last 2 years+131%+22%+22%
Advisory staff191010
Individual clients2,504994417
Assets per client$605K$1.6M$3.8M
Clients per advisor1329942
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–31
People on Advicer.bio20129

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

ToolAlden CapitalRodgers & AssociatesTanglewood Total Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond––Uses it
Performance Reporting
AssetBook–Uses it–

Custodians on Form ADV: Alden Capital: Raymond James · Rodgers & Associates: Schwab, Fidelity · Tanglewood Total Wealth Management, Inc.: Schwab