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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 Basepoint Wealth, LLC (swap one in):+ Mountain Capital Investment Advisors Inc $929.1M · Westminster, CO+ Old Mission Investment Company, LLC $929M · Traverse City, MI+ Adams Asset Advisors LLC $839.4M · Dallas, TX+ Net Worth Advisory Group, LLC $838.4M · Sandy, UT
Cedar Rapids, IA
Dallas, TX
Wilmington, DE
Assets under management$883.8M$928.9M$928.4M
Asset growth, last 2 years+33%+60%+56%
Advisory staff1369
Individual clients1,242258382
Assets per client$712K$3.6M$2.4M
Clients per advisor964342
Main custodianFidelityPershingSchwab
Filing with the SEC since201720192018
Tools in their stack–––
People on Advicer.bio13611

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Basepoint Wealth, LLC: Fidelity · Vaquero Private Wealth, LTD.: Pershing, Fidelity · Riversedge Advisors: Schwab