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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 Aljen Asset Management LLC (swap one in):+ Sanchez & Zures, LLC $241.9M · Mclean, VA+ Adolos Asset Management $241.8M+ Capital Consulting & Asset Management $218.7M · Lincoln, NE+ Strategic Planning Group, Inc. $218.6M · Wellesley, MA
Cedar Knolls, NJ
Omaha, NE
Canton, GA
Assets under management$230.2M$241.9M$218.6M
Asset growth, last 2 years+204%+72%+56%
Advisory staff244
Individual clients397184332
Assets per client$580K$1.3M$659K
Clients per advisor1994683
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack2––
People on Advicer.bio225

From each firm's latest Form ADV (Apr 2026, May 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.

ToolAljen Asset Management LLCRevolution Capital, LLCGriffith & Werner, Inc.
E-Signature
Adobe SignUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Aljen Asset Management LLC: Fidelity · Revolution Capital, LLC: Schwab · Griffith & Werner, Inc.: Schwab