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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 Balefire, LLC (swap one in):+ Ameraudi Asset Management, Inc. $2.1B · New York, NY+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX+ Austin Asset $1.87B · Austin, TX+ Willis Johnson Wealth $1.85B · Houston, TX
Dallas, TX
Austin, TX
Center Valley, PA
Assets under management$1.99B$2.15B$2.1B
Asset growth, last 2 years+120%+438%+29%
Advisory staff385912
Individual clients1,757852875
Assets per client$1.1M$2.5M$2.4M
Clients per advisor461473
Main custodianSchwabSchwabFidelity
Filing with the SEC since201320222015
Tools in their stack1109
People on Advicer.bio366412

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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.

ToolBalefire, LLCRoot Financial PartnersQuadrant Private Wealth Management, LLC
Financial Planning
eMoneyUses it–Uses it
Envestnet MoneyGuide––Uses it
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
CRM
HubSpot–Uses it–
Practifi––Uses it
Salesforce––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
Wealthscape (Fidelity)––Uses it
Client File Sharing
Box–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
Estate Planning
Vanilla–Uses it–
Held-Away Assets
Pontera––Uses it
Performance Reporting
Addepar––Uses it
Project Management
Monday.com–Uses it–
Tax Planning
Holistiplan–Uses itUses it

Custodians on Form ADV: Balefire, LLC: Schwab · Root Financial Partners: Schwab, Altruist · Quadrant Private Wealth Management, LLC: Fidelity, Schwab