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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 Rock Private Wealth (swap one in):+ Hackman Financial Group $426.7M · Cincinnati, OH+ Beacon Bridge Wealth Partners, LLC $426.6M · Lower Gwynedd, PA+ Realta Investment Advisors, Inc $385.4M · Wilmington, DE+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI
Charleston, SC
Englewood, CO
Franklin, TN
Assets under management$405.7M$426.1M$426M
Asset growth, last 2 years+299%−12%+7%
Advisory staff817
Individual clients23566657
Assets per client$1.7M$6.5M$648K
Clients per advisor296694
Main custodianFidelity–Schwab
Filing with the SEC since20222012 or earlier2014
Tools in their stack2––
People on Advicer.bio10–9

From each firm's latest Form ADV (Mar 2026, Mar 2025). 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 Rock Private WealthBoulder Asset ManagementCypress Capital, LLC
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ballast Rock Private Wealth: Fidelity, Schwab · Boulder Asset Management: none listed · Cypress Capital, LLC: Schwab, Raymond James