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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 The Alchemist Fund (swap one in):+ Positive Delta Asset Management LLC $32.8M · Los Angeles, CA+ Exchange Street Capital $32.8M · Spring Lake, MI+ Gama Wealth Management, LLC $29.6M+ District Capital Management, LLC $29.6M
Portsmouth, NH
Marrero, LA
Assets under management$31.2M$32.8M$29.6M
Asset growth, last 2 years–––
Advisory staff111
Individual clients4392150
Assets per client$725K$356K$197K
Clients per advisor4392150
Main custodian–––
Filing with the SEC since202620262013
Tools in their stack–1–
People on Advicer.bio111

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

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.

ToolThe Alchemist FundModern Financial WellnessStability Financial, LLC
Schedule Apps
Calendly–Uses it–