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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
New Brighton, MN
Assets under management$751.5M$790.1M$712M
Asset growth, last 2 years+38%+27%+49%
Advisory staff847
Individual clients4542811,985
Assets per client$1.7M$2.8M$359K
Clients per advisor5770284
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2018
Tools in their stack2113
People on Advicer.bio857

From each firm's latest Form ADV (Jul 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.

ToolBallast, Inc.Marathon Capital ManagementValtinson Bruner Financial Planning
CRM
Redtail––Uses it
SS&C Black DiamondUses it––
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Client Data Gathering
Zocks––Uses it
Communications Archiving/Monitoring
Smarsh––Uses it
Compliance
Claude for Financial Advisors––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
YCharts––Uses it
Portfolio Management
Orion–Uses itUses it
Retirement Planning
Income Lab––Uses it
Stress Testing
Orion Risk Intelligence––Uses it
Tax Planning
Holistiplan––Uses it
Trading/Rebalancing
iRebal––Uses it

Custodians on Form ADV: Ballast, Inc.: Schwab · Marathon Capital Management: Schwab, Fidelity · Valtinson Bruner Financial Planning: Schwab