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 Blackburn Financial (swap one in):+ Resilient Asset Management $73.5M · Memphis, TN+ Anthony Investment Management, LLC $73.5M · Wheeling, WV+ Keystone Investment Advisors, LLC $66.5M · Wexford, PA+ Riverside Investment Management, Inc. $66.4M
Cashmere, WA
Battle Ground, WA
Assets under management$70M$73.7M$66.4M
Asset growth, last 2 years–––
Advisory staff211
Individual clients59315942
Assets per client$118K$463K$1.6M
Clients per advisor29715942
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack12–
People on Advicer.bio211

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

ToolBlackburn FinancialTimepiece Financial Planning, Inc.Living Room Wealth Management
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Axos–Uses it–
Website Builders
SquarespaceUses it––