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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+ Financial Designs Corporation $507.9M · Claremont, CA+ Nia Impact Capital $459M+ Cambridge Capital Management, LLC $457.8M · O'fallon, IL
Chicago, IL
Chicago, IL
Tampa, FL
Assets under management$483.4M$514.8M$508M
Asset growth, last 2 years+30%–+47%
Advisory staff735
Individual clients18455568
Assets per client$2.6M$9.4M$894K
Clients per advisor2618114
Main custodianSchwabSchwabFidelity
Filing with the SEC since201620242020
Tools in their stack––4
People on Advicer.bio625

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

ToolAltman AdvisorsTaiko Private WealthInstrumental Wealth, LLC
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Altman Advisors: Schwab · Taiko Private Wealth: Schwab · Instrumental Wealth, LLC: Fidelity