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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 Alta Capital Management LLC (swap one in):+ Wellington Consulting Services Inc $1.69B · Chantilly, VA+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Robinhood Asset Management $1.52B · Menlo Park, CA+ Drive Wealth Advisers $1.5B · Lehi, UT
Salt Lake City, UT
London
Hoffman Estates, IL
Assets under management$1.6B$1.68B$1.68B
Asset growth, last 2 years−7%+37%+36%
Advisory staff121315
Individual clients1,193101889
Assets per client$1.3M$16.7M$1.9M
Clients per advisor99859
Main custodianSchwabLombard OdierSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––1
People on Advicer.bio14–15

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

ToolAlta Capital Management LLCNevastar Finance LTDClearwater Capital Partners
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Alta Capital Management LLC: Schwab · Nevastar Finance LTD: Lombard Odier, UBS · Clearwater Capital Partners: Schwab