Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Ata Management Strategies Inc (swap one in):+ Awr Investment Management, LLC $131.6M · San Rafael, CA+ Imprint Wealth LLC $131.6M · Mount Pleasant, SC+ Tcn Private Wealth Management LLC $119M+ Ld Lowe Wealth Advisory $118.8M · Richardson, TX
Whitehall, PA
Conshohocken, PA
Totowa, NJ
Assets under management$125.2M$131.7M$118.8M
Asset growth, last 2 years–+78%–
Advisory staff291
Individual clients4052,81934
Assets per client$309K$47K$3.5M
Clients per advisor20331334
Main custodian–Schwab–
Filing with the SEC since202620162026
Tools in their stack–1–
People on Advicer.bio211–

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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.

ToolAta Management Strategies IncNest EggCapital Allocation Management, Inc
CRM
HubSpot–Uses it–

Custodians on Form ADV: Ata Management Strategies Inc: none listed · Nest Egg: Schwab, Apex Clearing · Capital Allocation Management, Inc: none listed