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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+ Alpha Advisors, LLC $256.1M · Richmond, VA
Boca Raton, FL
Ponte Vedra, FL
Orlando, FL
Assets under management$269.8M$284.6M$254.4M
Asset growth, last 2 years+57%+195%+125%
Advisory staff10128
Individual clients421182479
Assets per client$641K$1.6M$531K
Clients per advisor4218217
Main custodianSchwabInteractive BrokersRl360 Insurance Company Limited
Filing with the SEC since202220202017
Tools in their stack–––
People on Advicer.bio10128

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Alpha Zero LLC: Schwab · Lighthouse Retirement: Interactive Brokers, Schwab · Blacktower Financial Management (US) LLC: Rl360 Insurance Company Limited, Schwab, Pershing