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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):+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Clearwater Capital Partners $1.68B · Hoffman Estates, IL+ Robinhood Asset Management $1.52B · Menlo Park, CA+ Ascent Wealth Partners, LLC $1.52B · New Hartford, NY
Salt Lake City, UT
London
Lehi, UT
Assets under management$1.6B$1.68B$1.5B
Asset growth, last 2 years−7%+37%−26%
Advisory staff121315
Individual clients1,1931011,073
Assets per client$1.3M$16.7M$1.4M
Clients per advisor99872
Main custodianSchwabLombard OdierFidelity
Filing with the SEC since2012 or earlier20172018
Tools in their stack––3
People on Advicer.bio14–17

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

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 LTDDrive Wealth Advisers
Client File Sharing
Box––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Alta Capital Management LLC: Schwab · Nevastar Finance LTD: Lombard Odier, UBS · Drive Wealth Advisers: Fidelity, Interactive Brokers, Schwab