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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+ 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
Northfield, IL
Assets under management$287.4M$302.5M$302.6M
Asset growth, last 2 years+54%+51%+36%
Advisory staff228
Individual clients9388661
Assets per client$3.1M$3.4M$458K
Clients per advisor474483
Main custodianFidelitySchwabAxos Clearing
Filing with the SEC since202120222012 or earlier
Tools in their stack–––
People on Advicer.bio228

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 · Mack Investment Securities, Inc.: Axos Clearing, SEI