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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 Altman Advisors (swap one in):+ Instrumental Wealth, LLC $508M · Tampa, FL+ Financial Designs Corporation $507.9M · Claremont, CA+ Nia Impact Capital $459M+ Owen Larue Financial Group $458.9M · Elizabethtown, KY
Chicago, IL
Chicago, IL
O'fallon, IL
Assets under management$483.4M$514.8M$457.8M
Asset growth, last 2 years+30%–+69%
Advisory staff734
Individual clients18455339
Assets per client$2.6M$9.4M$1.4M
Clients per advisor261885
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242012 or earlier
Tools in their stack––2
People on Advicer.bio624

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

ToolAltman AdvisorsTaiko Private WealthCambridge Capital Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Altman Advisors: Schwab · Taiko Private Wealth: Schwab · Cambridge Capital Management, LLC: Schwab