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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 Allied Investment Advisors LLC (swap one in):+ Per Stirling Capital Management, LLC $1.57B · Austin, TX+ Abundance Wealth Counselors, LLC $1.56B · State College, PA+ Blueprint Financial Advisors $1.41B · Charlotte, NC+ Smith Group Asset Management, LLC $1.41B · Dallas, TX
Billings, MT
Indianapolis, IN
Plano, TX
Assets under management$1.49B$1.57B$1.57B
Asset growth, last 2 years+63%+16%+36%
Advisory staff113912
Individual clients9532,193964
Assets per client$1.6M$714K$1.6M
Clients per advisor875680
Main custodianSchwabSchwabFidelity
Filing with the SEC since201420162023
Tools in their stack2–2
People on Advicer.bio123314

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

ToolAllied Investment Advisors LLCInvst, LLCAstra Wealth Management Group
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black DiamondUses it–Uses it

Custodians on Form ADV: Allied Investment Advisors LLC: Schwab · Invst, LLC: Schwab · Astra Wealth Management Group: Fidelity