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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):+ Beacon Bridge Wealth Partners, LLC $426.6M · Lower Gwynedd, PA+ Cypress Capital, LLC $426M · Franklin, TN+ Realta Investment Advisors, Inc $385.4M · Wilmington, DE+ Wealth Management Resources, Inc. $385.2M · Smithfield, RI
Charleston, SC
Englewood, CO
Cincinnati, OH
Assets under management$405.7M$426.1M$426.7M
Asset growth, last 2 years+299%−12%+57%
Advisory staff816
Individual clients23566667
Assets per client$1.7M$6.5M$640K
Clients per advisor2966111
Main custodianFidelity–LPL Financial
Filing with the SEC since20222012 or earlier2017
Tools in their stack2–2
People on Advicer.bio10–5

From each firm's latest Form ADV (Mar 2026, Mar 2025, Aug 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 Rock Private WealthBoulder Asset ManagementHackman Financial Group
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
FMG (FMG Suite)––Uses it
Performance Reporting
AddeparUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ballast Rock Private Wealth: Fidelity, Schwab · Boulder Asset Management: none listed · Hackman Financial Group: LPL Financial