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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 Worth Asset Management (swap one in):+ Albanyadvisor Group LLC $302.8M · Albany, NY+ Breakwater Investment Management $302.7M · Seattle, WA+ Legacy Capital $273.4M · The Woodlands, TX+ Nolet Wealth Management, LLC $272.6M · Fort Worth, TX
Dallas, TX
Houston, TX
Assets under management$288.2M$303.5M$302.6M
Asset growth, last 2 years+5%+63%+80%
Advisory staff831
Individual clients32910940
Assets per client$876K$2.8M$7.6M
Clients per advisor413640
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack13–
People on Advicer.bio1041

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

ToolWorth Asset ManagementPenney FinancialAlethea Capital Management, LLC
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Worth Asset Management: Schwab · Penney Financial: Schwab · Alethea Capital Management, LLC: Schwab