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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 Capitalalphabet (swap one in):+ Api Capital, LLC $4M · Concord, CA+ Omega Capital Management LLC $4M · New Albany, OH+ Be Your Best Financial $3.6M+ Alvarado Management Company $3.6M · San Francisco, CA
Wesley Chapel, FL
Assets under management$3.8M$4M$3.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients71127
Assets per client$543K$363K$134K
Clients per advisor71114
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio112

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

ToolCapitalalphabetCapital Wise AdvisoryAggregate Financial Services, Inc.
Schedule Apps
Calendly–Uses it–