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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 Aleph Investments, LLC (swap one in):+ Amfa LLC $17.3M+ Lmc Investments, Inc. $17.2M · Wellesley, MA+ Harbor Point Capital Management, LLC $15.6M · Woburn, MA+ Westlake Wealth Management, LLC $15.6M · Portland, OR
Londonderry, NH
Boca Raton, FL
Assets under management$16.4M$17.3M$15.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients2615351
Assets per client$631K$113K$305K
Clients per advisor2615326
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio112

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

ToolAleph Investments, LLCBrownstone Financial Group LLCGreat Wealth Investments
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it