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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
Farmington Hills, MI
Assets under management$576.8M$606M$607.1M
Asset growth, last 2 years+18%−3%+40%
Advisory staff947
Individual clients1,237112795
Assets per client$466K$5.4M$764K
Clients per advisor13728114
Main custodian–FidelityFidelity
Filing with the SEC since2012 or earlier20222015
Tools in their stack–41
People on Advicer.bio962

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.CogentblueThe Enterprise Investment Company
Schedule Apps
Calendly–Uses it–
GReminders–Uses it–
Client File Sharing
ShareFile––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Alexander Investment Services Co.: none listed · Cogentblue: Fidelity · The Enterprise Investment Company: Fidelity