Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Alpha Fiduciary (swap one in):+ Sasser Investment Management, Inc. $120.1M · Berkeley, CA+ Pinetree Advisors Corp. $120M · Miami, FL+ Shri Advisors $108.2M+ Domask Wealth Management, LLC $107.5M · Phoenix, AZ
Phoenix, AZ
Traverse City, MI
Princeton, NJ
Assets under management$114M$119.9M$119.9M
Asset growth, last 2 years−8%+5%+6%
Advisory staff223
Individual clients9112739
Assets per client$1.3M$944K$3.1M
Clients per advisor466413
Main custodianSchwabMillennium TrustSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio12–

From each firm's latest Form ADV (Sep 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

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.

ToolAlpha FiduciaryOptimal Capital Advisors, LLCAltman Investment Management LLC
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Alpha Fiduciary: Schwab · Optimal Capital Advisors, LLC: Millennium Trust, Fidelity · Altman Investment Management LLC: Schwab, UBS, Merrill