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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):+ Alethea Capital Management, LLC $302.6M+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Bluestone Wealth Management LLC $272.9M · Keene, NH+ Knox Wealth Partners Advisory $272.9M · Knoxville, TN
Washington, DC
Farmington Hills, MI
Assets under management$287.4M$302.5M$302M
Asset growth, last 2 years+54%+51%+21%
Advisory staff225
Individual clients9388363
Assets per client$3.1M$3.4M$832K
Clients per advisor474473
Main custodianFidelitySchwabSEI
Filing with the SEC since202120222023
Tools in their stack–––
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

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 · Fai Advisors, Inc.: SEI