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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 Blackwater Financial (swap one in):+ August Wealth Group, Inc. $48.9M+ Kessler Planning Group $48.9M · Bolivar, TN+ Icon Capital Management, LLC $44.2M+ Oakmonte Wealth Management $44.2M · Orlando, FL
Lancaster, PA
Springfield, MO
Assets under management$46.5M$48.9M$48.9M
Asset growth, last 2 years–+62%–
Advisory staff114
Individual clients3885134
Assets per client$1.2M$575K$365K
Clients per advisor388534
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack6––
People on Advicer.bio114

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

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.

ToolBlackwater FinancialEagle Rock Financial Advisers, LTD.Db Advisors
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Advisory Fee Billing
AdvicePayUses it––
Financial Planning
eMoneyUses it––
Tax Planning
Wealth.comUses it––
Website Builders
WebflowUses it––