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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):+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Next Capital Management LLC $2.14B · New York, NY+ Fourthought Financial Partners, LLC. $1.93B · Venice, FL+ Meyers Wealth Management, LLC $1.93B · Columbus, OH
Freienbach
Mansfield, OH
Palo Alto, CA
Assets under management$2.03B$2.14B$1.93B
Asset growth, last 2 years+98%+24%+47%
Advisory staff37197
Individual clients7381,064636
Assets per client$2.8M$2M$3M
Clients per advisor205691
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, Jul 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 AdvisorsRebalance LLC
Digital Marketing
HeyKyra–Uses it–
Schedule Apps
Calendly––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 · Rebalance LLC: Schwab, Fidelity