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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+ USA Financial Exchange $1.64B · Ada, MI+ Penobscot Investment Management Company, Inc. $1.64B · Boston, MA
Charlotte, NC
Timonium, MD
Memphis, TN
Assets under management$1.73B$1.82B$1.64B
Asset growth, last 2 years+53%–+21%
Advisory staff8147
Individual clients83,199646867
Assets per client$21K$2.8M$1.9M
Clients per advisor10,40046124
Main custodianApex Clearing–Schwab
Filing with the SEC since201420242012 or earlier
Tools in their stack––1
People on Advicer.bio85137

From each firm's latest Form ADV (Apr 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.

ToolAlly Invest AdvisorsBerman McaleerSteel Grove Capital Advisors, LLC
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Ally Invest Advisors: Apex Clearing · Berman Mcaleer: none listed · Steel Grove Capital Advisors, LLC: Schwab