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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 Fintegrity (swap one in):+ Aldemar Research Corporation $89.5M+ Gateway Wealth, Inc. $89.5M+ Dallas Financial Advisors, LLC $80.9M · Dallas, TX+ Williams Wealth Management, Inc. $80.9M · Los Angeles, CA
San Juan, PR
Assets under management$85.2M$89.5M$80.9M
Asset growth, last 2 years–+26%–
Advisory staff111
Individual clients221910
Assets per client$3.9M$4.7M$8.1M
Clients per advisor221910
Main custodian–––
Filing with the SEC since20262012 or earlier2025
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Mar 2026, Mar 2025). 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.

ToolFintegrityKnightsbridge Advisors, Inc.Select Advisory Group Inc
Client File Sharing
ShareFileUses it––
Schedule Apps
CalendlyUses it––