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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):+ Mdrn Wealth $72.5M · Venice, CA+ Kyle S. Scott Financial Planning, Inc. $72M · Fort Collins, CO+ Alta Pacific Wealth Management LLC $65M · Mission Viejo, CA+ Tres Wealth Management Group, LLC $65M · Chino, CA
Los Angeles, CA
San Francisco, CA
Savannah, GA
Assets under management$68.5M$72.2M$71.9M
Asset growth, last 2 years+91%––
Advisory staff112
Individual clients275559
Assets per client$2.5M$1.3M$1.2M
Clients per advisor275530
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack15–
People on Advicer.bio212

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

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 LLCTrimaran Capital
Website Builders
Webflow–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–

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