Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Ball & Company (swap one in):+ Floyd Capital Management $213.5M · Texarkana, TX+ Miai, Inc. $213.3M · Dallas, TX+ Thomas Leo Advisory, LLC $192.7M · Minneapolis, MN+ Davis Private Wealth, LLC $192.7M · Royal Palm Beach, FL
Copley, OH
Bradenton, FL
Assets under management$203.1M$213.4M$192.8M
Asset growth, last 2 years+19%+58%+52%
Advisory staff251
Individual clients147123250
Assets per client$1.4M$1.7M$771K
Clients per advisor7425250
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20202019
Tools in their stack21–
People on Advicer.bio251

From each firm's latest Form ADV (Feb 2026, Oct 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.

ToolBall & CompanySignal Tree Financial Partners LLCSetchfield Asset Management
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Ball & Company: Fidelity · Signal Tree Financial Partners LLC: Schwab · Setchfield Asset Management: Schwab