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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 Slocum, Gordon & Co. LLP (swap one in):+ 7two $230.4M · Denver, CO+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL+ Alere Planning LLC $208M
Newport, RI
Scottsdale, AZ
Cedar Knolls, NJ
Assets under management$219.2M$230.3M$230.2M
Asset growth, last 2 years−9%+119%+204%
Advisory staff242
Individual clients117229397
Assets per client$1.9M$1M$580K
Clients per advisor5957199
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack2–2
People on Advicer.bio242

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolSlocum, Gordon & Co. LLPSl CapitalAljen Asset Management LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
E-Signature
Adobe Sign––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Slocum, Gordon & Co. LLP: Fidelity · Sl Capital: Schwab · Aljen Asset Management LLC: Fidelity