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 Financial Advisors, LLC (swap one in):+ Collegiate Capital Management, Inc. $653M · Raleigh, NC+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Kirr, Marbach & Company, LLC $587.7M · Columbus, IN+ Fortress Private Ledger, LLC $584M · Raleigh, NC
Charlotte, NC
Raleigh, NC
Greenwood Village, CO
Assets under management$619.3M$659.4M$587.9M
Asset growth, last 2 years+39%+172%+96%
Advisory staff792
Individual clients259495289
Assets per client$2.4M$1.3M$2M
Clients per advisor3755145
Main custodianSchwabWells FargoFidelity
Filing with the SEC since2012 or earlier20212023
Tools in their stack41–
People on Advicer.bio8112

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

ToolAlpha Financial Advisors, LLCTradewinds, LLCJpl Wealth Management, LLC
Client File Sharing
ShareFileUses 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 · Jpl Wealth Management, LLC: Fidelity, Schwab