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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 Alpine Asset Management (swap one in):+ Reed Capital Management, LLC $54.4M+ Focus Capital, LLC $54.4M+ Isler Wealth Management, LLC $49.1M · Eugene, OR+ Bridge the Gap Retirement Planners $49.1M · Simi Valley, CA
Zephyr Cove, NV
Port Angeles, WA
Lake Forest, IL
Assets under management$51.7M$54.4M$49.1M
Asset growth, last 2 years––−29%
Advisory staff122
Individual clients415338
Assets per client$1.3M$1M$1.3M
Clients per advisor412719
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack22–
People on Advicer.bio142

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

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.

ToolAlpine Asset ManagementUpleft Asset ManagementTree City Investments, Inc.
Custodial Platform
SEI–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
SquarespaceUses itUses it–