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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 Ballast, Inc. (swap one in):+ Sunpointe Investments $790.7M · St. Louis, MO+ Westhill Financial Advisors, Inc. $789.4M · San Rafael, CA+ Ventura Wealth Management $713.5M · Yardley, PA+ Excalibur Management Corp $712.1M · Waltham, MA
Lexington, KY
Hunt Valley, MD
Corona Del Mar, CA
Assets under management$751.5M$790.1M$791.6M
Asset growth, last 2 years+38%+27%+33%
Advisory staff842
Individual clients454281256
Assets per client$1.7M$2.8M$3.1M
Clients per advisor5770128
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio853

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

ToolBallast, Inc.Marathon Capital ManagementThe Wealth Collaborative, Inc.
CRM
SS&C Black DiamondUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ballast, Inc.: Schwab · Marathon Capital Management: Schwab, Fidelity · The Wealth Collaborative, Inc.: Schwab