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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+ Brook Capital $283.3M · Brookfield, WI+ Richardson Financial Services $256.1M · Medway, MA+ Blacktower Financial Management (US) LLC $254.4M · Orlando, FL
Boca Raton, FL
Ponte Vedra, FL
Oak Brook, IL
Assets under management$269.8M$284.6M$283.3M
Asset growth, last 2 years+57%+195%+33%
Advisory staff1013
Individual clients421182288
Assets per client$641K$1.6M$984K
Clients per advisor4218296
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since202220202018
Tools in their stack–––
People on Advicer.bio1013

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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 · Stonebridge Wealth Management LLC: Schwab