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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 Burr & Company, LLC (swap one in):+ Revolution Wealth, LLC $59M · Chantilly, VA+ Newpark Wealth Management $59M · Park City, UT+ Mountain Vista Wealth Management $53.3M+ Sedg Financial Services Corp. $53.3M · Davie, FL
Osterville, MA
Macon, GA
Assets under management$56.1M$59M$58.9M
Asset growth, last 2 years+117%––
Advisory staff112
Individual clients3144155
Assets per client$1.8M$1.3M$380K
Clients per advisor314478
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–62
People on Advicer.bio112

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

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.

ToolBurr & Company, LLCRidgeline Asset Management, LLCWilson Wealth Stewardship
Client File Sharing
ShareFile––Uses it
Client Portal
Circle Black–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Risk Tolerance
StratiFi–Uses it–
Schedule Apps
Calendly–Uses it–