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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 Aljian Capital Management (swap one in):+ Northstar Asset Management Company, LLC $659.8M · Blue Bell, PA+ Tradewinds, LLC $659.4M · Raleigh, NC+ Ascentis Wealth Management, LLC $595.7M · Dallas, TX+ Endeavor Private Wealth, Inc. $595.3M · Topeka, KS
Carson City, NV
Kansas City, MO
Bloomington, IN
Assets under management$627.8M$659.5M$595.6M
Asset growth, last 2 years+89%+5%+56%
Advisory staff3721
Individual clients4283361,078
Assets per client$1.5M$2M$552K
Clients per advisor1434851
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio3711

From each firm's latest Form ADV (Mar 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Aljian Capital Management: Schwab · Buttonwood Financial Group, LLC: Schwab · Cfci: Raymond James