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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 Ascension Financial (swap one in):+ Wealth Legacy Group, Inc. $97.2M · San Diego, CA+ Barrister $97.1M · Fort Washington, PA+ Sullivan Wood Capital Management, LLC $87.7M · Washington, DC+ High Country Capital Management $87.1M · Montrose, CO
Fort Collins, CO
Littleton, CO
Wyomissing, PA
Assets under management$92.4M$97.7M$97.1M
Asset growth, last 2 years–+73%+0%
Advisory staff442
Individual clients97300250
Assets per client$953K$326K$388K
Clients per advisor2475125
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio422

From each firm's latest Form ADV (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.

ToolAscension FinancialAsset Solutions, Inc.Berkshire Advisors, Inc.
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Ascension Financial: none listed · Asset Solutions, Inc.: none listed · Berkshire Advisors, Inc.: Schwab