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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 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+ Birch Financial Group $264.7M · Keene, NH
St. Louis, MO
Manchester, MO
Traverse City, MI
Assets under management$278.8M$296.4M$292.9M
Asset growth, last 2 years+53%+36%+50%
Advisory staff233
Individual clients314472324
Assets per client$888K$628K$904K
Clients per advisor157157108
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920202021
Tools in their stack2–4
People on Advicer.bio453

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 GroupBlueprint Partners LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it–Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Aquilant Advisors: Schwab · The Yanker Group: LPL Financial · Blueprint Partners LLC: Schwab