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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 Zero LLC (swap one in):+ Peninsula Asset Management Inc $284.1M · Bradenton, FL+ Stonebridge Wealth Management LLC $283.3M · Oak Brook, IL+ Richardson Financial Services $256.1M · Medway, MA+ Blacktower Financial Management (US) LLC $254.4M · Orlando, FL
Boca Raton, FL
Ponte Vedra, FL
Richmond, VA
Assets under management$269.8M$284.6M$256.1M
Asset growth, last 2 years+57%+195%+38%
Advisory staff1012
Individual clients421182115
Assets per client$641K$1.6M$2.2M
Clients per advisor4218258
Main custodianSchwabInteractive BrokersFidelity
Filing with the SEC since202220202012 or earlier
Tools in their stack––2
People on Advicer.bio1013

From each firm's latest Form ADV (Sep 2026, Mar 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 Zero LLCLighthouse RetirementAlpha Advisors, LLC
Client File Sharing
ShareFile––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Alpha Zero LLC: Schwab · Lighthouse Retirement: Interactive Brokers, Schwab · Alpha Advisors, LLC: Fidelity