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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 Backbone Planning Partners LLC (swap one in):+ Virginia Estate and Retirement Planning Advisors, Inc. $103.4M · Glen Allen, VA+ Viewpoint Advisory, LLC $103.3M+ J C Texas Investment Advisors, LTD. $93.4M · Dallas, TX+ Tapparo Capital Management $93.3M · Topsfield, MA
Las Vegas, NV
Sioux Falls, SD
Edina, MN
Assets under management$98.4M$103.4M$93.4M
Asset growth, last 2 years+38%––
Advisory staff312
Individual clients10919478
Assets per client$903K$533K$1.2M
Clients per advisor3619439
Main custodianLPL Financial––
Filing with the SEC since202320262026
Tools in their stack523
People on Advicer.bio312

From each firm's latest Form ADV (Jun 2026, Mar 2026, May 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.

ToolBackbone Planning Partners LLCHyline WealthHyland Lake Partners
Custodial Platform
Charles SchwabUses itUses it–
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)––Uses it
Portfolio Management
Blueleaf–Uses it–
Orion––Uses it
Schedule Apps
CalendlyUses it––
OnceHubUses it––
Financial Planning
eMoneyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Backbone Planning Partners LLC: LPL Financial · Hyline Wealth: none listed · Hyland Lake Partners: none listed