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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 Smith Moore & Co. (swap one in):+ Zemenick & Walker Inc $2.63B · St Louis, MO+ Acropolis Investment Management $2.61B · Chesterfield, MO+ Rather & Kittrell, Inc. $2.25B · Knoxville, TN+ Cornerstone Advisory $2.25B · Hunt Valley, MD
Clayton, MO
St. Louis, MO
Cornelius, NC
Assets under management$2.37B$2.61B$2.5B
Asset growth, last 2 years+39%+60%+118%
Advisory staff5015130
Individual clients4,095608,466
Assets per client$579K$43.6M$295K
Clients per advisor82465
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio452158

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

ToolSmith Moore & Co.Argos Capital Partners, LLCAlphastar Capital Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Smith Moore & Co.: none listed · Argos Capital Partners, LLC: Fidelity, RBC · Alphastar Capital Management: Schwab