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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 Buckley Wealth (swap one in):+ Jacobson & Schmitt Advisors, LLC $676.4M · Middleton, WI+ Boston Research and Management, Inc. $676.2M · Manchester, MA+ Financial Security Management, Inc $611.5M · Lakewood, CO+ Steffes Financial, LTD $611.5M · Overland Park, KS
Las Vegas, NV
Fairview Park, OH
St. Paul, MN
Assets under management$644M$676.4M$611.7M
Asset growth, last 2 years+19%+371%+26%
Advisory staff584
Individual clients2101,612429
Assets per client$3.1M$420K$1.4M
Clients per advisor42202107
Main custodianFidelitySchwabFidelity
Filing with the SEC since201720222012 or earlier
Tools in their stack––2
People on Advicer.bio585

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

ToolBuckley WealthRockport Wealth AdvisorsHighmark Wealth Management LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Buckley Wealth: Fidelity · Rockport Wealth Advisors: Schwab, Axos Clearing · Highmark Wealth Management LLC: Fidelity