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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 Black Card Circle (swap one in):+ Hyline Wealth $103.4M · Sioux Falls, SD+ Falker Investments Inc. $103.3M+ Tapparo Capital Management $93.3M · Topsfield, MA+ Cedar Capital, LLC $93.3M
Edina, MN
Assets under management$98.3M$103.3M$93.4M
Asset growth, last 2 years–+277%–
Advisory staff612
Individual clients4605878
Assets per client$214K$1.8M$1.2M
Clients per advisor775839
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack223
People on Advicer.bio612

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

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.

ToolBlack Card CircleViewpoint Advisory, LLCHyland Lake Partners
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
SS&C Black Diamond–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Black Card Circle: none listed · Viewpoint Advisory, LLC: Schwab · Hyland Lake Partners: none listed