Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Aquilant Advisors (swap one in):+ Eagle Bluffs Wealth Management LLC $294.2M · Columbia, MO+ Kilterhowling LLC $292.9M · Boulder, CO+ Evergreen Private Wealth $264.7M · Greenwood Village, CO+ Vantage Wealth Planning $264.7M · Reno, NV
St. Louis, MO
Manchester, MO
Keene, NH
Assets under management$278.8M$296.4M$264.7M
Asset growth, last 2 years+53%+36%–
Advisory staff232
Individual clients314472192
Assets per client$888K$628K$1.4M
Clients per advisor15715796
Main custodianSchwabLPL Financial–
Filing with the SEC since201920202024
Tools in their stack2–2
People on Advicer.bio452

From each firm's latest Form ADV (Oct 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.

ToolAquilant AdvisorsThe Yanker GroupBirch Financial Group
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Aquilant Advisors: Schwab · The Yanker Group: LPL Financial · Birch Financial Group: none listed