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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+ Excalibur Management Corp $712.1M · Waltham, MA+ Valtinson Bruner Financial Planning $712M · New Brighton, MN
Lexington, KY
Hunt Valley, MD
Yardley, PA
Assets under management$751.5M$790.1M$713.5M
Asset growth, last 2 years+38%+27%+38%
Advisory staff849
Individual clients454281562
Assets per client$1.7M$2.8M$1.3M
Clients per advisor577062
Main custodianSchwabSchwabPershing
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack213
People on Advicer.bio859

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

ToolBallast, Inc.Marathon Capital ManagementVentura Wealth Management
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black DiamondUses it–Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––

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