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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 Zimmermann Alan L (swap one in):+ Robert Priske, LLC $219.9M · Honolulu, HI+ Rhs Financial, LLC $219.8M · San Francisco, CA+ Capital Squared Financial LLC $198.7M · Rockville, MD+ Prestige Wealthwide, LLC $198.5M · Lehi, UT
Thousand Oaks, CA
Assets under management$209.2M$219.9M$198.4M
Asset growth, last 2 years+25%+35%+32%
Advisory staff123
Individual clients2136191
Assets per client$10M$6.1M$1M
Clients per advisor211864
Main custodian–SEISchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–13
People on Advicer.bio–22

From each firm's latest Form ADV (Mar 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.

ToolZimmermann Alan LAlpha Wealth Strategies, LLCCedarstone Advisors
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy Kraken–Uses it–
TAMP
Savant Wealth Partners––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Zimmermann Alan L: none listed · Alpha Wealth Strategies, LLC: SEI, Schwab · Cedarstone Advisors: Schwab