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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 Performance Wealth (swap one in):+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Trillium Asset Management $4.31B · Boston, MA+ Voya Financial Advisors, Inc. $3.87B · Windsor, CT+ Castle Rock Advisors LLC $3.86B · Boston, MA
Hinsdale, IL
Braintree, MA
San Antonio, TX
Assets under management$4.09B$4.31B$3.87B
Asset growth, last 2 years+61%+45%+11%
Advisory staff11237
Individual clients9251,221231
Assets per client$4.4M$3.5M$16.7M
Clients per advisor845333
Main custodianSchwabFidelityRBC
Filing with the SEC since202020202014
Tools in their stack12–
People on Advicer.bio11263

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

ToolPerformance WealthPallas Capital Advisors, LLCAlamo Advisors, LP
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Performance Wealth: Schwab · Pallas Capital Advisors, LLC: Fidelity · Alamo Advisors, LP: RBC, Northern Trust