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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 Boulder Asset Management (swap one in):+ Cadence Wealth Management LLC $448M · Westborough, MA+ Armstrong Dixon $447.5M · Baltimore, MD+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ Arena Private Wealth $404.7M · Chicago, IL
Englewood, CO
Greenville, SC
Houston, TX
Assets under management$426.1M$447.8M$448.1M
Asset growth, last 2 years−12%+29%+25%
Advisory staff113
Individual clients66504193
Assets per client$6.5M$888K$2.3M
Clients per advisor6650464
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio–14

From each firm's latest Form ADV (Mar 2025, Jul 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.

ToolBoulder Asset ManagementHardin Capital Partners, LLCAdvocates Wealth Planning
CRM
Envestnet Tamarac––Uses it
Portfolio Management
Envestnet––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Boulder Asset Management: none listed · Hardin Capital Partners, LLC: Schwab · Advocates Wealth Planning: Schwab