Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Alexis Advisors (swap one in):+ Brightpath Wealth Advisors LLC $69.6M · Crofton, MD+ Cp Advisors, Inc. $69.6M · Clinton, NC+ Retire Pittsburgh Management LLC $62.9M · Murrysville, PA+ Bryant & Brannock, LLC. $62.9M · Durham, NC
Dallas, TX
Miami, FL
Assets under management$66.2M$69.6M$69.6M
Asset growth, last 2 years––+38%
Advisory staff212
Individual clients89–91
Assets per client$744K–$765K
Clients per advisor45–46
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack4––
People on Advicer.bio212

From each firm's latest Form ADV (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

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.

ToolAlexis AdvisorsLagrande Global LLCKey Capital Advisors, Inc.
Custodial Platform
AxosUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––