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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+ Coastal Bridge Advisors $5.02B · Westport, CT+ Stifel Independent Advisors, LLC $5.01B · St Louis, MO
Atlanta, GA
Pittsburgh, PA
Atlanta, GA
Assets under management$5.29B$5.59B$4.76B
Asset growth, last 2 years+87%+25%+46%
Advisory staff482886
Individual clients3,1083,9209,038
Assets per client$1.7M$1.4M$527K
Clients per advisor65140105
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack3–2
People on Advicer.bio6431110

From each firm's latest Form ADV (Sep 2026, Oct 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 GroupIfg Advisory, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
CRM
HubSpotUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity · Allegheny Financial Group: Fidelity · Ifg Advisory, LLC: LPL Financial