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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 Boardwalk Financial Strategies LLC (swap one in):+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA+ Smith & Wyatt $207.5M · College Station, TX+ Redstone Wealth Management, LLC $187.7M · Oklahoma City, OK+ Wall Street Financial Group, Inc. $187.7M · Carlinville, IL
Hartland, WI
Houston, TX
Columbus, OH
Assets under management$197.6M$207.5M$207.6M
Asset growth, last 2 years+39%+20%+15%
Advisory staff324
Individual clients859161
Assets per client$2.3M$23.1M$1.3M
Clients per advisor28540
Main custodianSchwabSchwab–
Filing with the SEC since202320232012 or earlier
Tools in their stack1––
People on Advicer.bio323

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

ToolBoardwalk Financial Strategies LLCTerraform Wealth, LLCGarlikov Advisors Inc
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Boardwalk Financial Strategies LLC: Schwab · Terraform Wealth, LLC: Schwab, J.P. Morgan · Garlikov Advisors Inc: none listed