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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+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Muntz Financial, LLC $177.6M · Doylestown, PA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX
Austin, TX
Marlton, NJ
Assets under management$187M$196.4M$196.4M
Asset growth, last 2 years+67%+55%+19%
Advisory staff124
Individual clients86166190
Assets per client$2.2M$1.2M$1M
Clients per advisor868348
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120242013
Tools in their stack–23
People on Advicer.bio124

From each firm's latest Form ADV (Feb 2026, Aug 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 AdvisorsFriedenthal Financial, LLC
CRM
Envestnet Tamarac–Uses itUses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Risk Tolerance
Tolerisk––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Alpha Omega Financial: Schwab · Avant Financial Advisors: Schwab · Friedenthal Financial, LLC: Schwab