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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+ Sageoak Financial, LLC $174.8M · Tulsa, OK+ Guardian Wealth Management $174.8M · Salt Lake City, UT
Surprise, AZ
Tulsa, OK
Assets under management$184M$193.3M$174.8M
Asset growth, last 2 years+39%+54%+37%
Advisory staff241
Individual clients141315101
Assets per client$1.3M$614K$1.7M
Clients per advisor7179101
Main custodianPershingSchwabSchwab
Filing with the SEC since202020222020
Tools in their stack–31
People on Advicer.bio241

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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 AdvisorsMeliora Capital
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon––Uses it

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