Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bolgiano Capital Management (swap one in):+ Valentine Wealth Management $36.7M · Seymour, IN+ Reef Advisors LLC $36.6M+ Integrity Financial Group $33.1M · Fort Worth, TX+ Fundamental Advisors, Inc. $33M · Houston, TX
Midlothian, TX
Lufkin, TX
Waco, TX
Assets under management$34.9M$36.8M$36.7M
Asset growth, last 2 years–+198%–
Advisory staff161
Individual clients7513341
Assets per client$465K$277K$895K
Clients per advisor752241
Main custodian–Schwab–
Filing with the SEC since202620232026
Tools in their stack11–
People on Advicer.bio151

From each firm's latest Form ADV (Mar 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.

ToolBolgiano Capital Management11 FinancialThe Aspen Equity Group
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Bolgiano Capital Management: none listed · 11 Financial: Schwab · The Aspen Equity Group: none listed