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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 Alphaai Capital Management (swap one in):+ 2nd Story Wealth Planners $5.5M+ Financial Planning for Real People PLLC $5.5M+ Aspire Financial Advisors, Inc. $4.9M+ Wallace Advisors $4.9M
New York, NY
Assets under management$5.2M$5.5M$5.5M
Asset growth, last 2 years+109%–+35%
Advisory staff111
Individual clients205021
Assets per client$25K–$261K
Clients per advisor205–21
Main custodianInteractive Brokers–Folio
Filing with the SEC since202120262020
Tools in their stack1–1
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Oct 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.

ToolAlphaai Capital ManagementVirentes Capital Management LLCCenterfin Capital
Website Builders
WebflowUses it–Uses it

Custodians on Form ADV: Alphaai Capital Management: Interactive Brokers · Virentes Capital Management LLC: none listed · Centerfin Capital: Folio