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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 Investment Group (swap one in):+ Regent Wealth Management, Inc. $75.7M · Tulsa, OK+ Centauri Advisory Group, Inc. $75.7M · Zelienople, PA+ Kaizen Wealth Management, LLC $68.5M · Charleston, SC+ Capital Formation Advisers LLC $68.4M
Overland Park, KS
Plymouth, MA
Assets under management$72.1M$75.7M$68.5M
Asset growth, last 2 years+69%––
Advisory staff122
Individual clients14490168
Assets per client$501K$841K$408K
Clients per advisor1444584
Main custodianLPL Financial––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–4–
People on Advicer.bio132

From each firm's latest Form ADV (Sep 2026, Apr 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

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 Investment GroupShepherd Wealth PartnersGranite Wealth Management LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Boulder Investment Group: LPL Financial · Shepherd Wealth Partners: none listed · Granite Wealth Management LLC: none listed