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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 Apogee Investment Management (swap one in):+ Personal Money Planning, LLC $126.7M · Wichita Falls, TX+ Shadowridge Asset Management, LLC $126.7M · Austin, TX+ Alpine Hill Advisors LLC $114.5M · Westport, CT+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI
Franklin, TN
Conroe, TX
Assets under management$120.6M$126.6M$126.6M
Asset growth, last 2 years+11%+135%+34%
Advisory staff112
Individual clients12176329
Assets per client$997K$1.7M$385K
Clients per advisor12176165
Main custodian–SchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio–12

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Apogee Investment Management: none listed · Carmichael Creel Investments: Schwab · Artesa Financial Group: Schwab