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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 Randolph Advisory Inc (swap one in):+ Mascagni Wealth Management, Inc. $424.5M · Clinton, MS+ Hayek Kallen Investment Management L.l.c. $424.4M · Fairhope, AL+ Spartan Planning Group $383.7M · Greensboro, NC+ Arcadia Wealth Management $383.6M · Smithtown, NY
Mclean, VA
Winchester, VA
Eastland, TX
Assets under management$403.9M$425.3M$424.3M
Asset growth, last 2 years+12%+82%+48%
Advisory staff369
Individual clients138399556
Assets per client$2.9M$1.1M$763K
Clients per advisor466762
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192016
Tools in their stack13–
People on Advicer.bio2611

From each firm's latest Form ADV (Sep 2026, Feb 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 Randolph Advisory IncButtonwood WealthSmart Money Group, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
LPL Financial (ClientWorks)–Uses it–
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Alexander Randolph Advisory Inc: Schwab · Buttonwood Wealth: LPL Financial · Smart Money Group, LLC: Schwab