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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):+ Lavelle Capital $508.2M · San Francisco, CA+ Instrumental Wealth, LLC $508M · Tampa, FL+ Nia Impact Capital $459M+ Cambridge Capital Management, LLC $457.8M · O'fallon, IL
Chicago, IL
Chicago, IL
Claremont, CA
Assets under management$483.4M$514.8M$507.9M
Asset growth, last 2 years+30%–+34%
Advisory staff733
Individual clients18455515
Assets per client$2.6M$9.4M$986K
Clients per advisor2618172
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242012 or earlier
Tools in their stack––3
People on Advicer.bio623

From each firm's latest Form ADV (Jul 2026, May 2026, Jan 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 WealthFinancial Designs Corporation
Client File Sharing
Dropbox––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Altman Advisors: Schwab · Taiko Private Wealth: Schwab · Financial Designs Corporation: Schwab