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.

Alliance Advisors Wealth Management LLC
Tao Financial
Csg Financial

Similar in size to Alliance Advisors Wealth Management LLC (swap one in):+ Stoecker Financial, Inc. $15.8M + H R Financial Services, Inc. $15.8M + Barbara S. Gault $14.2M + Asset Growth Associates Wealth Advisors $14.2M · Beaumont, TX

	Alliance Advisors Wealth Management LLC Novi, MI	Tao Financial	Csg Financial Dover, DE
Assets under management	$15M	$15.8M	$15.8M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	3
Individual clients	45	73	62
Assets per client	$333K	$216K	$254K
Clients per advisor	45	73	21
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	–	2
People on Advicer.bio	1	1	3

From each firm's latest Form ADV (Mar 2026, Jun 2026, Oct 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.