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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 Alternity Investment Advisors (swap one in):+ Wms Financial Services $8.6M · Anaheim Hills, CA+ Ostrom & Associates $8.5M+ Farmers Asset Management, LLC $7.7M · Westlake Village, CA+ Glacier Point Advisors, LLC $7.6M · Tustin, CA
Newport Beach, CA
Ontario, CA
Sherman Oaks, CA
Assets under management$8.1M$8.5M$8.5M
Asset growth, last 2 years––+105%
Advisory staff111
Individual clients253412
Assets per client$324K$251K$710K
Clients per advisor253412
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio11–

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

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.

ToolAlternity Investment AdvisorsXelKb Private Wealth Management Group
Website Builders
Wix––Uses it

Custodians on Form ADV: Alternity Investment Advisors: none listed · Xel: none listed · Kb Private Wealth Management Group: Schwab