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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):+ Strategic Financial Concepts, LLC $927.7M · San Antonio, TX+ Keller Wealth Advisors $923.1M · Victoria, TX+ Strategic Wealth Management Group $832.9M · New York, NY+ Private Wealth Management, Inc. $832.5M · Memphis, TN
Austin, TX
Lakeway, TX
Dallas, TX
Assets under management$878.6M$925.2M$826M
Asset growth, last 2 years–+209%+5%
Advisory staff363
Individual clients2,103310141
Assets per client$418K$3M$5.9M
Clients per advisor7015247
Main custodian–SchwabSchwab
Filing with the SEC since202420192012 or earlier
Tools in their stack–––
People on Advicer.bio2563

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Alongside, LLC: none listed · Coyle Capital, LLC: Schwab · Madden Asset Management: Schwab, Morgan Stanley