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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 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+ Triagen Wealth Management LLC $535.2M · Calabasas, CA+ Dst Wealth Management LLC $532.1M · Indian Wells, CA
Westlake Village, CA
San Diego, CA
Cranford, NJ
Assets under management$566.1M$597.2M$594.9M
Asset growth, last 2 years–+101%–
Advisory staff344
Individual clients328793307
Assets per client$1.7M$753K$1.9M
Clients per advisor10919877
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2024
Tools in their stack26–
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 PortfoliosVirtus Wealth Solutions
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
SS&C Black DiamondUses itUses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Alteri Wealth: none listed · Measured Risk Portfolios: Schwab · Virtus Wealth Solutions: Fidelity