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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 Integrity Alliance, LLC (swap one in):+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD+ Gladstone Wealth Partners $5.68B · Palm Beach Gardens, FL+ Genter Capital Management $5.1B · Los Angeles, CA+ Eversource Wealth Advisors, LLC $5.1B · Birmingham, AL
Urbandale, IA
Portland, OR
Winona Lake, IN
Assets under management$5.41B$5.73B$5.81B
Asset growth, last 2 years+171%+24%+43%
Advisory staff3222049
Individual clients10,6607451,801
Assets per client$508K$7.7M$3.2M
Clients per advisor333737
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio3652333

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

ToolIntegrity Alliance, LLCBecker Capital Management, Inc.Sym Financial Advisors
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac–Uses itUses it

Custodians on Form ADV: Integrity Alliance, LLC: none listed · Becker Capital Management, Inc.: Schwab, U.S. Bank · Sym Financial Advisors: Schwab, Fidelity