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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 Dominari Securities LLC (swap one in):+ Maxadvisor Private Management $29.5M+ Fjp Portfolio Management $29.5M+ Jst Investment Consulting $26.6M · Seal Beach, CA+ Alton Road Capital, LP $26.6M · Vero Beach, FL
New York, NY
New York, NY
New York, NY
Assets under management$28M$29.5M$26.6M
Asset growth, last 2 years+5%–+237%
Advisory staff821
Individual clients60405,887
Assets per client$467K$739K$5K
Clients per advisor8205,887
Main custodianSchwab–Alpaca Securities LLC
Filing with the SEC since201320262021
Tools in their stack–––
People on Advicer.bio173–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Dominari Securities LLC: Schwab, RBC · Zor Capital, LLC: none listed · Quantbase: Alpaca Securities LLC