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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 Altar Rock (swap one in):+ Aldebaran Capital, LLC $166.9M · Carmel, IN+ Strategic Financial Management, LLC $166.8M+ Unified Investment Management $150.6M · Atlanta, GA+ Old Bridge Wealth, Inc $150.6M · Syosset, NY
Alexandria, VA
Assets under management$158.7M$166.9M$150.7M
Asset growth, last 2 years+5,028%+3%+25%
Advisory staff422
Individual clients265841
Assets per client$6.1M$2.9M$3.7M
Clients per advisor72921
Main custodian–SchwabPershing
Filing with the SEC since20232012 or earlier2021
Tools in their stack–12
People on Advicer.bio322

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

ToolAltar Rock8th Street Investments, LLCVeritas Wealth Partners, LLC
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Altar Rock: none listed · 8th Street Investments, LLC: Schwab · Veritas Wealth Partners, LLC: Pershing