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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+ Hyland Lake Partners $93.4M · Edina, MN+ Cedar Capital, LLC $93.3M
Topsfield, MA
Assets under management$98.3M$103.3M$93.3M
Asset growth, last 2 years–+277%–
Advisory staff611
Individual clients46058113
Assets per client$214K$1.8M$826K
Clients per advisor7758113
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack22–
People on Advicer.bio611

From each firm's latest Form ADV (Apr 2026, Feb 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, LLCTapparo Capital Management
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Black Card Circle: none listed · Viewpoint Advisory, LLC: Schwab · Tapparo Capital Management: none listed