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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+ Garlikov Advisors Inc $207.6M · Columbus, OH+ Redstone Wealth Management, LLC $187.7M · Oklahoma City, OK+ Wall Street Financial Group, Inc. $187.7M · Carlinville, IL
Hartland, WI
Houston, TX
College Station, TX
Assets under management$197.6M$207.5M$207.5M
Asset growth, last 2 years+39%+20%+73%
Advisory staff328
Individual clients859724
Assets per client$2.3M$23.1M$287K
Clients per advisor28591
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320232023
Tools in their stack1–1
People on Advicer.bio327

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

ToolBoardwalk Financial Strategies LLCTerraform Wealth, LLCSmith & Wyatt
CRM
SS&C Black DiamondUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Boardwalk Financial Strategies LLC: Schwab · Terraform Wealth, LLC: Schwab, J.P. Morgan · Smith & Wyatt: Schwab, Capital Client Group, Inc.