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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 Alongside, LLC (swap one in):+ Vaquero Private Wealth, LTD. $928.9M · Dallas, TX+ Strategic Financial Concepts, LLC $927.7M · San Antonio, TX+ Strategic Wealth Management Group $832.9M · New York, NY+ Madden Asset Management $826M · Dallas, TX
Austin, TX
Lakeway, TX
Victoria, TX
Assets under management$878.6M$925.2M$923.1M
Asset growth, last 2 years–+209%+31%
Advisory staff368
Individual clients2,103310543
Assets per client$418K$3M$1.7M
Clients per advisor7015268
Main custodian–SchwabWells Fargo
Filing with the SEC since202420192012 or earlier
Tools in their stack––2
People on Advicer.bio2567

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

ToolAlongside, LLCCoyle Capital, LLCKeller Wealth Advisors
Custodial Platform
TradePMR––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Alongside, LLC: none listed · Coyle Capital, LLC: Schwab · Keller Wealth Advisors: Wells Fargo