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 Altman Advisors (swap one in):+ Instrumental Wealth, LLC $508M · Tampa, FL+ Financial Designs Corporation $507.9M · Claremont, CA+ Nia Impact Capital $459M+ Cambridge Capital Management, LLC $457.8M · O'fallon, IL
Chicago, IL
Chicago, IL
San Francisco, CA
Assets under management$483.4M$514.8M$508.2M
Asset growth, last 2 years+30%–+90%
Advisory staff732
Individual clients1845574
Assets per client$2.6M$9.4M$6.9M
Clients per advisor261837
Main custodianSchwabSchwabSchwab
Filing with the SEC since201620242021
Tools in their stack––2
People on Advicer.bio622

From each firm's latest Form ADV (Jul 2026, May 2026, Sep 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 WealthLavelle Capital
AI Assistants/Agents
Moxo––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Altman Advisors: Schwab · Taiko Private Wealth: Schwab · Lavelle Capital: Schwab, Goldman Sachs