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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+ Birch Financial Group $264.7M · Keene, NH+ Vantage Wealth Planning $264.7M · Reno, NV
St. Louis, MO
Manchester, MO
Greenwood Village, CO
Assets under management$278.8M$296.4M$264.7M
Asset growth, last 2 years+53%+36%+36%
Advisory staff234
Individual clients314472166
Assets per client$888K$628K$1.6M
Clients per advisor15715742
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since201920202023
Tools in their stack2–1
People on Advicer.bio454

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 GroupEvergreen Private Wealth
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Aquilant Advisors: Schwab · The Yanker Group: LPL Financial · Evergreen Private Wealth: Fidelity, Schwab