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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 Assetbuilder, Inc. (swap one in):+ Blume Capital Management, Inc. $856.6M · Berkeley, CA+ Radnor Capital Management, LLC $854.8M · Wayne, PA+ Hourglass Capital, LLC $768.9M · Houston, TX+ Paratus Financial, Inc. $757.4M · Dallas, TX
Allen, TX
Austin, TX
Dallas, TX
Assets under management$812.7M$871.4M$859.4M
Asset growth, last 2 years+18%+30%+36%
Advisory staff757
Individual clients714462543
Assets per client$1.1M$1.9M$1.6M
Clients per advisor1029278
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack321
People on Advicer.bio957

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

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.

ToolAssetbuilder, Inc.Alpha Capital ManagementProbity Advisors, Inc.
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
OrionUses it–Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Assetbuilder, Inc.: none listed · Alpha Capital Management: Schwab, Fidelity · Probity Advisors, Inc.: Fidelity, Schwab