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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):+ Antonelli Financial Advisors, LLC $229.1M · Grosse Pointe, MI+ Hippocratic Financial Advisors $229M · Westlake Village, CA+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA
Los Angeles, CA
Fort Bragg, CA
San Diego, CA
Assets under management$218M$230.3M$206.9M
Asset growth, last 2 years+21%+66%+20%
Advisory staff232
Individual clients120753260
Assets per client$1.8M$306K$796K
Clients per advisor60251130
Main custodianFidelity–Schwab
Filing with the SEC since201620212020
Tools in their stack1–1
People on Advicer.bio242

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, IncZermatt Wealth Advisors
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––

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