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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+ Keller Wealth Advisors $923.1M · Victoria, TX+ Strategic Wealth Management Group $832.9M · New York, NY+ Madden Asset Management $826M · Dallas, TX
Austin, TX
Lakeway, TX
San Antonio, TX
Assets under management$878.6M$925.2M$927.7M
Asset growth, last 2 years–+209%−6%
Advisory staff3641
Individual clients2,1033103,698
Assets per client$418K$3M$251K
Clients per advisor7015290
Main custodian–SchwabLPL Financial
Filing with the SEC since202420192012 or earlier
Tools in their stack–––
People on Advicer.bio25640

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 · Strategic Financial Concepts, LLC: LPL Financial, Schwab