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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 Alpen Partners International Ag (swap one in):+ Van Hulzen Financial Advisors $2.14B · El Dorado Hills, CA+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Rebalance LLC $1.93B · Palo Alto, CA+ Fourthought Financial Partners, LLC. $1.93B · Venice, FL
Freienbach
Mansfield, OH
New York, NY
Assets under management$2.03B$2.14B$2.14B
Asset growth, last 2 years+98%+24%+84%
Advisory staff37199
Individual clients7381,064257
Assets per client$2.8M$2M$8.3M
Clients per advisor205629
Main custodianBank Julius Baer & Co LTDSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio–2010

From each firm's latest Form ADV (Apr 2026, Oct 2026, Jan 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.

ToolAlpen Partners International AgPinnacle AdvisorsNext Capital Management LLC
Digital Marketing
HeyKyra–Uses it–
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Alpen Partners International Ag: Bank Julius Baer & Co LTD, Banque Pictet & Cie S.a., Bank J. Safra Sarasin Ag · Pinnacle Advisors: Schwab · Next Capital Management LLC: Schwab