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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 Blackhill Capital, Inc (swap one in):+ Roundview Capital, LLC $2.13B · Princeton, NJ+ The Wealth Alliance, LLC $2.1B · Melville, NY+ Sp Asset Management LLC $1.9B · Cupertino, CA+ Retirement Management Systems $1.89B · Leonardtown, MD
Morristown, NJ
Martinsville, NJ
Greenwood Village, CO
Assets under management$2B$2.18B$1.88B
Asset growth, last 2 years+121%+28%+79%
Advisory staff21712
Individual clients76869540
Assets per client$26.3M$2.5M$3.5M
Clients per advisor385145
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–1–
People on Advicer.bio11715

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

ToolBlackhill Capital, IncCondor Capital Wealth ManagementNilsine Partners, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Blackhill Capital, Inc: Pershing · Condor Capital Wealth Management: Schwab · Nilsine Partners, LLC: Schwab