Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Ironview Capital Management, LLC (swap one in):+ Alden Capital $1.52B · Wayne, PA+ Cypress Point Wealth Management, LLC $1.47B · Dallas, TX+ Valley National Advisers Inc $1.31B · Bethlehem, PA+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA
Conshohocken, PA
Williamsport, PA
West Conshohocken, PA
Assets under management$1.39B$1.5B$1.49B
Asset growth, last 2 years+64%+284%−20%
Advisory staff9438
Individual clients3862,914761
Assets per client$3.6M$515K$2M
Clients per advisor436895
Main custodianSchwabFidelitySchwab
Filing with the SEC since201320182012 or earlier
Tools in their stack–3–
People on Advicer.bio10477

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

ToolIronview Capital Management, LLCKintra Wealth, LLCTower Bridge Advisors
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Ironview Capital Management, LLC: Schwab, Fidelity · Kintra Wealth, LLC: Fidelity · Tower Bridge Advisors: Schwab