Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Alteri Wealth (swap one in):+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA+ Treehouse Wealth Advisors $597.1M · Walnut Creek, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA+ Cerro Pacific Wealth Advisors, LLC $531.6M · San Luis Obispo, CA
Westlake Village, CA
San Diego, CA
Calabasas, CA
Assets under management$566.1M$597.2M$535.2M
Asset growth, last 2 years–+101%+43%
Advisory staff343
Individual clients328793347
Assets per client$1.7M$753K$1.5M
Clients per advisor109198116
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2020
Tools in their stack264
People on Advicer.bio363

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

ToolAlteri WealthMeasured Risk PortfoliosTriagen Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers–Uses it–
Digital Marketing
Mailchimp––Uses it
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Orion––Uses it
CRM
SS&C Black DiamondUses itUses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
WixUses it––

Custodians on Form ADV: Alteri Wealth: none listed · Measured Risk Portfolios: Schwab · Triagen Wealth Management LLC: Schwab