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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 Alpha Financial Advisors, LLC (swap one in):+ Holderness Investments Co $660.7M · Greensboro, NC+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO+ Fortress Private Ledger, LLC $584M · Raleigh, NC
Charlotte, NC
Raleigh, NC
Raleigh, NC
Assets under management$619.3M$659.4M$653M
Asset growth, last 2 years+39%+172%+53%
Advisory staff794
Individual clients259495438
Assets per client$2.4M$1.3M$1.5M
Clients per advisor3755110
Main custodianSchwabWells FargoSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack411
People on Advicer.bio8114

From each firm's latest Form ADV (Jun 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 Financial Advisors, LLCTradewinds, LLCCollegiate Capital Management, Inc.
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Alpha Financial Advisors, LLC: Schwab · Tradewinds, LLC: Wells Fargo · Collegiate Capital Management, Inc.: Schwab, Fidelity