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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 Amplified Alpha (swap one in):+ Keychain Asset Management $50K+ Lifetime Investments & Insurance LLC $50K · Peoria, AZ+ Family Wealth Coaching, LLC $43K · Plano, TX+ Outlive Financial Planning LLC $42K
Dallas, TX
Addison, TX
Assets under management$45K$51K$50K
Asset growth, last 2 years–––
Advisory staff211
Individual clients–9–
Assets per client–$6K–
Clients per advisor–9–
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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

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.

ToolAmplified AlphaPrime Sentry Wealth Management LLCAlaminos Wealth Planning
Schedule Apps
Calendly––Uses it