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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 Aldebaran Financial Inc (swap one in):+ Legacy Planning Advisors, LLC $234M · Suwanee, GA+ Delta Financial Advisors, Inc $234M · Kensington, MD+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Silver Lake Capital Partners $211.5M · Dallas, TX
Kingsport, TN
Colorado Springs, CO
Ridgefield, CT
Assets under management$222.8M$234M$211.5M
Asset growth, last 2 years+29%+65%+0%
Advisory staff343
Individual clients35026159
Assets per client$637K$897K$3.6M
Clients per advisor1176520
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack121
People on Advicer.bio343

From each firm's latest Form ADV (Mar 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.

ToolAldebaran Financial IncBonfire Financial, LLCDiamant Asset Management, Inc.
Schedule Apps
CalendlyUses it––
OnceHub–Uses it–
CRM
SS&C Black Diamond––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Aldebaran Financial Inc: Schwab · Bonfire Financial, LLC: Schwab · Diamant Asset Management, Inc.: Fidelity