Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bcd Advisors (swap one in):+ Retirement Resource Wealth Management, LLC $73.5M · West Fargo, ND+ Anthony Investment Management, LLC $73.5M · Wheeling, WV+ Keystone Investment Advisors, LLC $66.5M · Wexford, PA+ Riverside Investment Management, Inc. $66.4M
Memphis, TN
Fountain Hills, AZ
Assets under management$70M$73.5M$73.5M
Asset growth, last 2 years––−13%
Advisory staff3121
Individual clients26851307
Assets per client$261K$1.4M$240K
Clients per advisor895115
Main custodian––Interactive Brokers
Filing with the SEC since202620262022
Tools in their stack411
People on Advicer.bio4120

From each firm's latest Form ADV (Oct 2026, Mar 2026, May 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.

ToolBcd AdvisorsResilient Asset ManagementAcrylic Financial, Inc.
Client Data Gathering
JotformUses it––
Custodial Platform
VanguardUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Risk Tolerance
StratiFiUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bcd Advisors: none listed · Resilient Asset Management: none listed · Acrylic Financial, Inc.: Interactive Brokers