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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
Brookfield, WI
Assets under management$269.8M$284.6M$283.3M
Asset growth, last 2 years+57%+195%+35%
Advisory staff1014
Individual clients421182626
Assets per client$641K$1.6M$453K
Clients per advisor42182157
Main custodianSchwabInteractive BrokersPershing
Filing with the SEC since202220202012 or earlier
Tools in their stack––2
People on Advicer.bio1014

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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 RetirementBrook Capital
Custodial Platform
NetX360 (Pershing)––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Alpha Zero LLC: Schwab · Lighthouse Retirement: Interactive Brokers, Schwab · Brook Capital: Pershing