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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 Omega Financial (swap one in):+ The Bendix Financial Group, Inc. $196.6M · Garden City, NY+ Friedenthal Financial, LLC $196.4M · Marlton, NJ+ Muntz Financial, LLC $177.6M · Doylestown, PA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX
Austin, TX
San Ramon, CA
Assets under management$187M$196.4M$196.6M
Asset growth, last 2 years+67%+55%+32%
Advisory staff122
Individual clients86166186
Assets per client$2.2M$1.2M$1.1M
Clients per advisor868393
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack–2–
People on Advicer.bio122

From each firm's latest Form ADV (Feb 2026, Jan 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 Omega FinancialAvant Financial AdvisorsCertified Planners, Inc.
CRM
Envestnet Tamarac–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Alpha Omega Financial: Schwab · Avant Financial Advisors: Schwab · Certified Planners, Inc.: Schwab