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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):+ Transamerica Financial Advisors, LLC $2.11B · Philadelphia, PA+ 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
Princeton, NJ
Assets under management$2B$2.18B$2.13B
Asset growth, last 2 years+121%+28%+51%
Advisory staff2175
Individual clients76869544
Assets per client$26.3M$2.5M$3.9M
Clients per advisor3851109
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio1175

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

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 ManagementRoundview Capital, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac–Uses itUses it

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