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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 Inertia Capital (swap one in):+ Samara Financial, Inc. $771K+ Mckee Wealth Management $763K · Hurricane, WV+ Kelley Lane Capital, LLC $686K · Dallas, TX+ Nevis Equity Advisors LLC $686K
New York, NY
Albany, NY
Assets under management$726K$768K$678K
Asset growth, last 2 years––+333%
Advisory staff112
Individual clients2107
Assets per client$363K$77K$97K
Clients per advisor2104
Main custodian––Fidelity
Filing with the SEC since202620252016
Tools in their stack–12
People on Advicer.bio112

From each firm's latest Form ADV (Aug 2026, Mar 2025, 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 Inertia CapitalSwapnick, LLCThe Affinity Group, LLC
Custodial Platform
Interactive Brokers–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Alpha Inertia Capital: none listed · Swapnick, LLC: none listed · The Affinity Group, LLC: Fidelity