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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 Burkholder & Associates, LLC (swap one in):+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Knox Wealth Partners Advisory $272.9M · Knoxville, TN+ Conscious Wealth Investments, LLC $272.8M · Atlanta, GA
Washington, DC
Keene, NH
Assets under management$287.4M$302.5M$272.9M
Asset growth, last 2 years+54%+51%+19%
Advisory staff222
Individual clients938837
Assets per client$3.1M$3.4M$7.4M
Clients per advisor474419
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120222012 or earlier
Tools in their stack–––
People on Advicer.bio222

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

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

Custodians on Form ADV: Burkholder & Associates, LLC: Fidelity · Unconventional Investor, LLC: Schwab, Vanguard · Bluestone Wealth Management LLC: Fidelity