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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
Houston, TX
Assets under management$907.2M$971.4M$956.4M
Asset growth, last 2 years+19%+191%+22%
Advisory staff526
Individual clients161–480
Assets per client$5.6M–$2M
Clients per advisor32–80
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120232013
Tools in their stack––2
People on Advicer.bio5–6

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 PartnersMbr Financial
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Alley Company: Schwab, Pershing · Intertide Partners: Schwab · Mbr Financial: Fidelity