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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):+ Leverty Financial Group, LLC $676.8M · Hudson, WI+ Boston Research and Management, Inc. $676.2M · Manchester, MA+ Highmark Wealth Management LLC $611.7M · St. Paul, MN+ Financial Security Management, Inc $611.5M · Lakewood, CO
Las Vegas, NV
Fairview Park, OH
Middleton, WI
Assets under management$644M$676.4M$676.4M
Asset growth, last 2 years+19%+371%+47%
Advisory staff5812
Individual clients2101,612437
Assets per client$3.1M$420K$1.5M
Clients per advisor4220236
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720222012 or earlier
Tools in their stack––1
People on Advicer.bio5812

From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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 AdvisorsJacobson & Schmitt Advisors, LLC
Advisor Lead Gen
Fee-Only Network––Uses it

Custodians on Form ADV: Buckley Wealth: Fidelity · Rockport Wealth Advisors: Schwab, Axos Clearing · Jacobson & Schmitt Advisors, LLC: Schwab