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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
Overland Park, KS
Assets under management$644M$676.4M$611.5M
Asset growth, last 2 years+19%+371%+42%
Advisory staff583
Individual clients2101,612218
Assets per client$3.1M$420K$2.8M
Clients per advisor4220273
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720222012 or earlier
Tools in their stack–––
People on Advicer.bio582

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Buckley Wealth: Fidelity · Rockport Wealth Advisors: Schwab, Axos Clearing · Steffes Financial, LTD: Schwab, Matrix Trust