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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 Alexander Investment Services Co. (swap one in):+ Drexel Morgan & Co. $607M · Radnor, PA+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Truewealth Advisors, LLC $547.5M · Hoover, AL
Louisville, KY
Knoxville, TN
Beachwood, OH
Assets under management$576.8M$606M$547.1M
Asset growth, last 2 years+18%−3%+62%
Advisory staff946
Individual clients1,237112176
Assets per client$466K$5.4M$3.1M
Clients per advisor1372829
Main custodian–FidelityFidelity
Filing with the SEC since2012 or earlier20222019
Tools in their stack–41
People on Advicer.bio966

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.

ToolAlexander Investment Services Co.CogentblueAdaptive Financial Consulting, LLC
Schedule Apps
Calendly–Uses it–
GReminders–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Alexander Investment Services Co.: none listed · Cogentblue: Fidelity · Adaptive Financial Consulting, LLC: Fidelity, Ascensus Broker Dealer Services, LLC