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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 Allstreet Capital LLC (swap one in):+ Powell Wealth $229.2M · Cornelius, NC+ Antonelli Financial Advisors, LLC $229.1M · Grosse Pointe, MI+ Zermatt Wealth Advisors $206.9M · San Diego, CA+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA
Los Angeles, CA
Fort Bragg, CA
Westlake Village, CA
Assets under management$218M$230.3M$229M
Asset growth, last 2 years+21%+66%+86%
Advisory staff235
Individual clients120753382
Assets per client$1.8M$306K$599K
Clients per advisor6025176
Main custodianFidelity–Schwab
Filing with the SEC since201620212024
Tools in their stack1––
People on Advicer.bio246

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

ToolAllstreet Capital LLCRedwood Investment Group, IncHippocratic Financial Advisors
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Allstreet Capital LLC: Fidelity · Redwood Investment Group, Inc: none listed · Hippocratic Financial Advisors: Schwab