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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):+ The Enterprise Investment Company $607.1M · Farmington Hills, MI+ Drexel Morgan & Co. $607M · Radnor, PA+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Truewealth Advisors, LLC $547.5M · Hoover, AL
Louisville, KY
Knoxville, TN
Sausalito, CA
Assets under management$576.8M$606M$605.7M
Asset growth, last 2 years+18%−3%+24%
Advisory staff945
Individual clients1,237112528
Assets per client$466K$5.4M$1.1M
Clients per advisor13728106
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–41
People on Advicer.bio968

From each firm's latest Form ADV (Sep 2026, Apr 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.CogentblueCaldwell Sutter Capital, Inc.
Schedule Apps
Calendly–Uses it–
GReminders–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Alexander Investment Services Co.: none listed · Cogentblue: Fidelity · Caldwell Sutter Capital, Inc.: Schwab, Wedbush Securities Inc.