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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+ Artesa Financial Group $126.6M · Conroe, TX+ Alpine Hill Advisors LLC $114.5M · Westport, CT+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI
Franklin, TN
Austin, TX
Assets under management$120.6M$126.6M$126.7M
Asset growth, last 2 years+11%+135%–
Advisory staff117
Individual clients12176614
Assets per client$997K$1.7M$206K
Clients per advisor1217688
Main custodian–SchwabFidelity
Filing with the SEC since20162012 or earlier2024
Tools in their stack––9
People on Advicer.bio–17

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

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.

ToolApogee Investment ManagementCarmichael Creel InvestmentsShadowridge Asset Management, LLC
Custodial Platform
Altruist––Uses it
Axos––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
Communications Archiving/Monitoring
Global Relay––Uses it
Financial Planning
Hazel––Uses it
Portfolio Management
Orion––Uses it
Team Chat & Collaboration
Slack––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Apogee Investment Management: none listed · Carmichael Creel Investments: Schwab · Shadowridge Asset Management, LLC: Fidelity, Axos Clearing, SEI