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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 Madden Asset Management (swap one in):+ Optas, LLC $881.9M · Dripping Springs, TX+ Alpha Capital Management $871.4M · Austin, TX+ Jvl Wealth Strategies $784.4M · Wyoming, MI+ Flagstar Securities, Inc. $784.3M · New York, NY
Dallas, TX
Austin, TX
Lincoln, NE
Assets under management$826M$878.6M$784M
Asset growth, last 2 years+5%–+52%
Advisory staff337
Individual clients1412,103482
Assets per client$5.9M$418K$1.6M
Clients per advisor4770169
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242018
Tools in their stack––4
People on Advicer.bio3258

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

ToolMadden Asset ManagementAlongside, LLCBellwether Wealth
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Madden Asset Management: Schwab, Morgan Stanley · Alongside, LLC: none listed · Bellwether Wealth: Schwab