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 Altior Capital (swap one in):+ Contemporary Financial Planning $48M · Jacksonville, FL+ Ladewig Investment Management, LLC $47.9M+ Successful Resource Management, LTD. $43.3M · Johnston, IA+ Fletching Arrows Wealth Management LLC $43.3M · Loveland, CO
Winter Park, FL
Sarasota, FL
Friendswood, TX
Assets under management$45.6M$48M$47.9M
Asset growth, last 2 years+178%––
Advisory staff111
Individual clients3415592
Assets per client$1.3M$310K$521K
Clients per advisor3415592
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Feb 2026, Aug 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.

ToolAltior CapitalSwan Retirement StrategiesWorthen Financial Advisors
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Altior Capital: Interactive Brokers · Swan Retirement Strategies: none listed · Worthen Financial Advisors: none listed