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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 Bip Wealth, LLC (swap one in):+ Yale Capital Corp. $5.62B · St. Petersburg, FL+ Stratos Wealth Advisors LLC $5.57B · Beachwood, OH+ Stifel Independent Advisors, LLC $5.01B · St Louis, MO+ Ifg Advisory, LLC $4.76B · Atlanta, GA
Atlanta, GA
Pittsburgh, PA
Westport, CT
Assets under management$5.29B$5.59B$5.02B
Asset growth, last 2 years+87%+25%+78%
Advisory staff482825
Individual clients3,1083,9201,846
Assets per client$1.7M$1.4M$2.7M
Clients per advisor6514074
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–9
People on Advicer.bio643141

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jul 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.

ToolBip Wealth, LLCAllegheny Financial GroupCoastal Bridge Advisors
Custodial Platform
NetX360 (Pershing)Uses it–Uses it
Wealthscape (Fidelity)Uses it–Uses it
Charles Schwab––Uses it
CRM
HubSpotUses it–Uses it
Envestnet Tamarac––Uses it
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
FutureVault––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity · Allegheny Financial Group: Fidelity · Coastal Bridge Advisors: Pershing