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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 Beacon Wealthcare LLC (swap one in):+ Vista Investment Management, LLC $323.9M · Pittsburgh, PA+ Kennicott Capital Management LLC $323.9M+ Kilterhowling LLC $292.9M · Boulder, CO+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI
Raleigh, NC
Raleigh, NC
Princeton, NJ
Assets under management$308.3M$326M$324.3M
Asset growth, last 2 years+36%+77%+16%
Advisory staff543
Individual clients90827848
Assets per client$340K$1.2M$6.8M
Clients per advisor1827016
Main custodian–SchwabSchwab
Filing with the SEC since202120212013
Tools in their stack452
People on Advicer.bio543

From each firm's latest Form ADV (Jan 2026, Jul 2026, Mar 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

1 tool 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.

ToolBeacon Wealthcare LLCLifeplan GroupEks Associates
Financial Planning
eMoney–Uses itUses it
RightCapital (Right Capital)Uses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Beacon Wealthcare LLC: none listed · Lifeplan Group: Schwab · Eks Associates: Schwab