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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):+ Reitz Capital Advisors LLC $103.4M · Freeland, MI+ Virginia Estate and Retirement Planning Advisors, Inc. $103.4M · Glen Allen, VA+ J C Texas Investment Advisors, LTD. $93.4M · Dallas, TX+ Hyland Lake Partners $93.4M · Edina, MN
Las Vegas, NV
Sioux Falls, SD
Assets under management$98.4M$103.4M$103.3M
Asset growth, last 2 years+38%–+277%
Advisory staff311
Individual clients10919458
Assets per client$903K$533K$1.8M
Clients per advisor3619458
Main custodianLPL Financial–Schwab
Filing with the SEC since202320262019
Tools in their stack522
People on Advicer.bio311

From each firm's latest Form ADV (Jun 2026, Mar 2026, Feb 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 WealthViewpoint Advisory, LLC
Custodial Platform
Charles SchwabUses itUses it–
LPL Financial (ClientWorks)Uses it––
Schedule Apps
CalendlyUses it–Uses it
OnceHubUses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Blueleaf–Uses it–

Custodians on Form ADV: Backbone Planning Partners LLC: LPL Financial · Hyline Wealth: none listed · Viewpoint Advisory, LLC: Schwab