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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 Alliance Financial (swap one in):+ Innova Wealth Partners, LLC $288.2M · Newtown, PA+ The Palmer Knight Company $285.4M · Jacksonville, FL+ Malvern Capital Management $258.1M · Malvern, PA+ Red Spruce Capital, LLC $256.9M · Berwyn, PA
Wyomissing, PA
Ventura, CA
Assets under management$271.8M$285.5M$285.6M
Asset growth, last 2 years+17%−8%+84%
Advisory staff533
Individual clients652818138
Assets per client$417K$349K$2.1M
Clients per advisor13027346
Main custodianLPL FinancialLPL FinancialAltruist
Filing with the SEC since202220182018
Tools in their stack152
People on Advicer.bio543

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

ToolAlliance FinancialIntegrity Wealth Advisors, Inc.Gold Medal Waters, Inc.
Schedule Apps
GReminders–Uses it–
OnceHub–Uses it–
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Alliance Financial: LPL Financial · Integrity Wealth Advisors, Inc.: LPL Financial, Schwab · Gold Medal Waters, Inc.: Altruist, Fidelity