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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 Alphanext, LLC (swap one in):+ Kyle S. Scott Financial Planning, Inc. $72M · Fort Collins, CO+ Trimaran Capital $71.9M · Savannah, GA+ Alta Pacific Wealth Management LLC $65M · Mission Viejo, CA+ Tres Wealth Management Group, LLC $65M · Chino, CA
Los Angeles, CA
San Francisco, CA
Venice, CA
Assets under management$68.5M$72.2M$72.5M
Asset growth, last 2 years+91%––
Advisory staff111
Individual clients275587
Assets per client$2.5M$1.3M$833K
Clients per advisor275587
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack153
People on Advicer.bio214

From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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

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.

ToolAlphanext, LLCMonroe Wealth Management LLCMdrn Wealth
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Website Builders
Webflow–Uses it–
WixUses it––
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Alphanext, LLC: Schwab · Monroe Wealth Management LLC: none listed · Mdrn Wealth: none listed