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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 Madison Global Advisors LLC (swap one in):+ Centered Financial $75M · Carlsbad, CA+ Culbreth Wealth Management $75M · Dacula, GA+ Keystone Advisory Group $67.8M · Hollister, CA+ Occam Capital Management, LLC $67.4M · Pittsford, NY
Hauppauge, NY
Waterville, NY
Lubbock, TX
Assets under management$71.4M$75.2M$67.8M
Asset growth, last 2 years+29%+69%–
Advisory staff822
Individual clients229296130
Assets per client$312K$254K$521K
Clients per advisor2914865
Main custodian–Schwab–
Filing with the SEC since202220212026
Tools in their stack–1–
People on Advicer.bio822

From each firm's latest Form ADV (Apr 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.

ToolMadison Global Advisors LLCKane FinancialAlpha Capital LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Madison Global Advisors LLC: none listed · Kane Financial: Schwab · Alpha Capital LLC: none listed