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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):+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Friedenthal Financial, LLC $196.4M · Marlton, NJ+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX+ Crossgrain Family Investments, LLC $177.6M
Austin, TX
Doylestown, PA
Assets under management$187M$196.4M$177.6M
Asset growth, last 2 years+67%+55%–
Advisory staff122
Individual clients8616693
Assets per client$2.2M$1.2M$1.9M
Clients per advisor868347
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since202120242024
Tools in their stack–23
People on Advicer.bio125

From each firm's latest Form ADV (Feb 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 Omega FinancialAvant Financial AdvisorsMuntz Financial, LLC
Custodial Platform
Interactive Brokers––Uses it
SEI––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Alpha Omega Financial: Schwab · Avant Financial Advisors: Schwab · Muntz Financial, LLC: Interactive Brokers, Nationwide Investment Services Corporation, SEI