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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):+ Blueprint Partners LLC $292.9M · Traverse City, MI+ 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
Columbia, MO
Assets under management$278.8M$296.4M$294.2M
Asset growth, last 2 years+53%+36%+70%
Advisory staff234
Individual clients314472165
Assets per client$888K$628K$1.8M
Clients per advisor15715741
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920202019
Tools in their stack2–3
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 GroupEagle Bluffs Wealth Management LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Aquilant Advisors: Schwab · The Yanker Group: LPL Financial · Eagle Bluffs Wealth Management LLC: Schwab