Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Radix Organization, Inc. (swap one in):+ Alcosta Capital Management, Inc. $210.2M · San Ramon, CA+ Macroclimate LLC $210.1M+ Financial Horizons, Inc. $190M+ Blueprint Wealth Management Inc. $190M · Ellicott City, MD
New York, NY
Coral Gables, FL
Culver City, CA
Assets under management$200.1M$210.1M$190M
Asset growth, last 2 years+52%+56%–
Advisory staff316
Individual clients90240244
Assets per client$2.2M$876K$779K
Clients per advisor3024041
Main custodianOppenheimer & Co. Inc.LPL Financial–
Filing with the SEC since201420222026
Tools in their stack–32
People on Advicer.bio326

From each firm's latest Form ADV (Mar 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.

ToolRadix Organization, Inc.Atlantic Family Wealth, LLCAltruist Advisors LLC
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Client File Sharing
Dropbox–Uses it–
Financial Planning
Hazel––Uses it

Custodians on Form ADV: Radix Organization, Inc.: Oppenheimer & Co. Inc. · Atlantic Family Wealth, LLC: LPL Financial · Altruist Advisors LLC: none listed