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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):+ Advisory Alpha, LLC $4.37B · Holland, MI+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Voya Financial Advisors, Inc. $3.87B · Windsor, CT+ Alamo Advisors, LP $3.87B · San Antonio, TX
Hinsdale, IL
Braintree, MA
Boston, MA
Assets under management$4.09B$4.31B$4.31B
Asset growth, last 2 years+61%+45%−13%
Advisory staff112338
Individual clients9251,2211,731
Assets per client$4.4M$3.5M$2.5M
Clients per advisor845346
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack12–
People on Advicer.bio112612

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

ToolPerformance WealthPallas Capital Advisors, LLCTrillium Asset Management
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Performance Wealth: Schwab · Pallas Capital Advisors, LLC: Fidelity · Trillium Asset Management: Schwab, UBS