Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Ally Invest Advisors (swap one in):+ Independence Square Holdings, LLC $1.83B · King Of Prussia, PA+ A&M Private Wealth Partners, LLC $1.83B · West Palm Beach, FL+ Steel Grove Capital Advisors, LLC $1.64B · Memphis, TN+ USA Financial Exchange $1.64B · Ada, MI
Charlotte, NC
Timonium, MD
Novi, MI
Assets under management$1.73B$1.82B$1.82B
Asset growth, last 2 years+53%–+92%
Advisory staff81411
Individual clients83,1996462,056
Assets per client$21K$2.8M$883K
Clients per advisor10,40046187
Main custodianApex Clearing–Fidelity
Filing with the SEC since201420242017
Tools in their stack––1
People on Advicer.bio851314

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

ToolAlly Invest AdvisorsBerman McaleerC2 Private Wealth
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Ally Invest Advisors: Apex Clearing · Berman Mcaleer: none listed · C2 Private Wealth: Fidelity