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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 Alley Company (swap one in):+ Buoyant Capital Private Limited $955.1M · Mumbai+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL+ Leelyn Smith, LLC $852.3M · Geneva, IL
Lake Forest, IL
Chicago, IL
Kirkland, WA
Assets under management$907.2M$971.4M$861.3M
Asset growth, last 2 years+19%+191%−14%
Advisory staff523
Individual clients161–465
Assets per client$5.6M–$1.9M
Clients per advisor32–155
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120232012 or earlier
Tools in their stack––3
People on Advicer.bio5–2

From each firm's latest Form ADV (Mar 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.

ToolAlley CompanyIntertide PartnersElite Wealth Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Alley Company: Schwab, Pershing · Intertide Partners: Schwab · Elite Wealth Management, Inc.: Schwab, Interactive Brokers