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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):+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA+ 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
Houston, TX
Assets under management$1.99B$2.15B$1.84B
Asset growth, last 2 years+120%+438%+49%
Advisory staff385917
Individual clients1,7578521,235
Assets per client$1.1M$2.5M$1.5M
Clients per advisor461473
Main custodianSchwabSchwabFidelity
Filing with the SEC since201320222013
Tools in their stack110–
People on Advicer.bio366414

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jul 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 PartnersRIA Advisors
Financial Planning
eMoneyUses it––
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Client File Sharing
Box–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
CRM
HubSpot–Uses it–
Estate Planning
Vanilla–Uses it–
Project Management
Monday.com–Uses it–
Tax Planning
Holistiplan–Uses it–

Custodians on Form ADV: Balefire, LLC: Schwab · Root Financial Partners: Schwab, Altruist · RIA Advisors: Fidelity