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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+ Truewealth Advisors, LLC $547.5M · Hoover, AL+ Adaptive Financial Consulting, LLC $547.1M · Beachwood, OH
Louisville, KY
Knoxville, TN
Long Beach, CA
Assets under management$576.8M$606M$547.7M
Asset growth, last 2 years+18%−3%–
Advisory staff9411
Individual clients1,237112656
Assets per client$466K$5.4M$835K
Clients per advisor1372860
Main custodian–FidelityPershing
Filing with the SEC since2012 or earlier20222024
Tools in their stack–41
People on Advicer.bio969

From each firm's latest Form ADV (Sep 2026, Aug 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.CogentblueCrux Wealth Advisors
Schedule Apps
Calendly–Uses it–
GReminders–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Alexander Investment Services Co.: none listed · Cogentblue: Fidelity · Crux Wealth Advisors: Pershing