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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 Asset Management Group (swap one in):+ Alcosta Capital Management, Inc. $210.2M · San Ramon, CA+ Macroclimate LLC $210.1M+ Cfs Wealth Management $189.1M · Macon, GA+ Elm3 Financial Group, LLC $189M · Alpharetta, GA
Cartersville, GA
Coral Gables, FL
Metairie, LA
Assets under management$200.1M$210.1M$210.2M
Asset growth, last 2 years+55%+56%−1%
Advisory staff314
Individual clients372240191
Assets per client$538K$876K$1.1M
Clients per advisor12424048
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202220222012 or earlier
Tools in their stack–31
People on Advicer.bio424

From each firm's latest Form ADV (Jun 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

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.

ToolAsset Management GroupAtlantic Family Wealth, LLCCrescent Sterling LTD.
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Client File Sharing
Dropbox–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Asset Management Group: Schwab · Atlantic Family Wealth, LLC: LPL Financial · Crescent Sterling LTD.: Schwab