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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 Ally Invest Advisors (swap one in):+ A&M Private Wealth Partners, LLC $1.83B · West Palm Beach, FL+ C2 Private Wealth $1.82B · Novi, MI+ Steel Grove Capital Advisors, LLC $1.64B · Memphis, TN+ USA Financial Exchange $1.64B · Ada, MI
Charlotte, NC
Timonium, MD
King Of Prussia, PA
Assets under management$1.73B$1.82B$1.83B
Asset growth, last 2 years+53%–+60%
Advisory staff81437
Individual clients83,1996462,621
Assets per client$21K$2.8M$700K
Clients per advisor10,4004671
Main custodianApex Clearing–LPL Financial
Filing with the SEC since201420242019
Tools in their stack––1
People on Advicer.bio851339

From each firm's latest Form ADV (Apr 2026, Sep 2026, Oct 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 McaleerIndependence Square Holdings, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it

Custodians on Form ADV: Ally Invest Advisors: Apex Clearing · Berman Mcaleer: none listed · Independence Square Holdings, LLC: LPL Financial