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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 Azimuth Capital Management (swap one in):+ Halbert Hargrove $4.2B · Long Beach, CA+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA+ Fas Wealth Partners, Inc. $3.78B · Leawood, KS+ Beaumont Financial Partners $3.76B · Needham, MA
Bloomfield Hills, MI
Holland, MI
Davenport, IA
Assets under management$3.99B$4.37B$3.73B
Asset growth, last 2 years+18%+46%+143%
Advisory staff961168
Individual clients3818,79916,436
Assets per client$10.5M$497K$227K
Clients per advisor4214498
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack213
People on Advicer.bio1066189

From each firm's latest Form ADV (Mar 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.

ToolAzimuth Capital ManagementAdvisory Alpha, LLCAusdal Financial Partners, Inc.
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Azimuth Capital Management: Schwab, RBC, BNY · Advisory Alpha, LLC: Schwab, Fidelity · Ausdal Financial Partners, Inc.: Schwab, Pershing