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 Alupka Asset Management (swap one in):+ Resolute Retirement Consulting $81.2M+ Aries Financial Navigators, Inc. $81.1M · Lititz, PA+ Keener Investments $73.4M+ Jordan Wealth Management $72.7M · Pocatello, ID
Driggs, ID
Thousand Oaks, CA
Assets under management$77.2M$81.2M$73.4M
Asset growth, last 2 years–+281%+78%
Advisory staff111
Individual clients345041
Assets per client$2.3M$1.6M$1.8M
Clients per advisor345041
Main custodian–––
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio112

From each firm's latest Form ADV (Apr 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

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.

ToolAlupka Asset ManagementMccarter Investments, LLCStrategic Financial
CRM
SS&C Black Diamond––Uses it
Wealthbox––Uses it
Email & Office Suites
Microsoft 365––Uses it
Team Chat & Collaboration
Slack––Uses it