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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):+ Gold Medal Waters, Inc. $285.6M+ 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
Newtown, PA
Assets under management$271.8M$285.5M$288.2M
Asset growth, last 2 years+17%−8%+62%
Advisory staff536
Individual clients652818508
Assets per client$417K$349K$567K
Clients per advisor13027385
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since202220182013
Tools in their stack153
People on Advicer.bio546

From each firm's latest Form ADV (Jun 2026, Sep 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.Innova Wealth Partners, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Schedule Apps
GReminders–Uses it–
OnceHub–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Alliance Financial: LPL Financial · Integrity Wealth Advisors, Inc.: LPL Financial, Schwab · Innova Wealth Partners, LLC: Schwab