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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 Alpenglobal Capital, LLC (swap one in):+ Future Financial Wealth Management Group, LLC $193.4M · Cincinnati, OH+ Kastel Capital Advisors, LLC $193.3M · Wellesley, MA+ Meliora Capital $174.8M · Tulsa, OK+ Sageoak Financial, LLC $174.8M · Tulsa, OK
Surprise, AZ
Salt Lake City, UT
Assets under management$184M$193.3M$174.8M
Asset growth, last 2 years+39%+54%+64%
Advisory staff243
Individual clients141315131
Assets per client$1.3M$614K$1.3M
Clients per advisor717944
Main custodianPershingSchwabSchwab
Filing with the SEC since202020222012 or earlier
Tools in their stack–34
People on Advicer.bio243

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

ToolAlpenglobal Capital, LLCDynamic Wealth AdvisorsGuardian Wealth Management
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Alpenglobal Capital, LLC: Pershing · Dynamic Wealth Advisors: Schwab · Guardian Wealth Management: Schwab