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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+ Highmark Wealth Management LLC $611.7M · St. Paul, MN+ Financial Security Management, Inc $611.5M · Lakewood, CO
Las Vegas, NV
Fairview Park, OH
Hudson, WI
Assets under management$644M$676.4M$676.8M
Asset growth, last 2 years+19%+371%+79%
Advisory staff586
Individual clients2101,612655
Assets per client$3.1M$420K$1M
Clients per advisor42202109
Main custodianFidelitySchwabPershing
Filing with the SEC since201720222020
Tools in their stack––3
People on Advicer.bio586

From each firm's latest Form ADV (Mar 2026, May 2026, Jan 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 AdvisorsLeverty Financial Group, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Buckley Wealth: Fidelity · Rockport Wealth Advisors: Schwab, Axos Clearing · Leverty Financial Group, LLC: Pershing