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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+ Bluestone Wealth Management LLC $272.9M · Keene, NH+ Knox Wealth Partners Advisory $272.9M · Knoxville, TN
Washington, DC
Atlanta, GA
Assets under management$287.4M$302.5M$272.8M
Asset growth, last 2 years+54%+51%+42%
Advisory staff224
Individual clients9388115
Assets per client$3.1M$3.4M$2.4M
Clients per advisor474429
Main custodianFidelitySchwabRaymond James
Filing with the SEC since202120222022
Tools in their stack––2
People on Advicer.bio225

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

ToolBurkholder & Associates, LLCUnconventional Investor, LLCConscious Wealth Investments, LLC
Digital Marketing
Mailchimp––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Burkholder & Associates, LLC: Fidelity · Unconventional Investor, LLC: Schwab, Vanguard · Conscious Wealth Investments, LLC: Raymond James