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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 Jason Howell Company (swap one in):+ Alpha Capital LLC $67.8M · Lubbock, TX+ Fiduciary Capital, Inc. $67.8M · Gainesville, GA+ Clear Capital Management LP $61.3M · Doylestown, PA+ Waypoint Financial Planning LLC $61.3M
Hollister, CA
Pataskala, OH
Assets under management$64.5M$67.8M$61.3M
Asset growth, last 2 years–+94%–
Advisory staff222
Individual clients105122268
Assets per client$615K$556K$229K
Clients per advisor5361134
Main custodian–––
Filing with the SEC since202620132026
Tools in their stack2––
People on Advicer.bio223

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

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.

ToolJason Howell CompanyKeystone Advisory GroupPatriot Asset Advisors, LLC
Digital Marketing
WealthReachUses it––
Schedule Apps
CalendlyUses it––