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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 Alphacore Capital LLC (swap one in):+ Farther $16.01B · San Francisco, CA+ Sapient Capital LLC $13.76B · Indianapolis, IN+ Everett Harris & Co $11.53B · Los Angeles, CA+ Pure Financial Advisors, LLC $11.05B · San Diego, CA
La Jolla, CA
Walnut Creek, CA
Summit, NJ
Assets under management$12.96B$13.91B$14.07B
Asset growth, last 2 years+431%+311%+38%
Advisory staff701611
Individual clients3,9855,142349
Assets per client$3.3M$2.7M$40.3M
Clients per advisor5732132
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620222012 or earlier
Tools in their stack411
People on Advicer.bio691111

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

ToolAlphacore Capital LLCConcentricCircle Wealth Management, LLC
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Alphacore Capital LLC: Schwab · Concentric: Schwab, Fidelity · Circle Wealth Management, LLC: Schwab, Bank of Nova Scotia, J.P. Morgan