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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):+ Virginia Estate and Retirement Planning Advisors, Inc. $103.4M · Glen Allen, VA+ Falker Investments Inc. $103.3M+ Hyland Lake Partners $93.4M · Edina, MN+ Tapparo Capital Management $93.3M · Topsfield, MA
Sioux Falls, SD
Assets under management$98.3M$103.3M$103.4M
Asset growth, last 2 years–+277%–
Advisory staff611
Individual clients46058194
Assets per client$214K$1.8M$533K
Clients per advisor7758194
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack222
People on Advicer.bio611

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

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, LLCHyline Wealth
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Black Card Circle: none listed · Viewpoint Advisory, LLC: Schwab · Hyline Wealth: none listed