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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 Eisrc (swap one in):+ Basile Financial Group, Inc. $5.4M · Palm Harbor, FL+ Bluevine Advice $5.4M · Kansas City, MO+ Bn Investment, LLC $4.9M+ Strategic Investment Solutions, LLC $4.9M
Mequon, WI
Wilmington, DE
Assets under management$5.1M$5.4M$4.9M
Asset growth, last 2 years––+42%
Advisory staff110
Individual clients1516853
Assets per client$342K$337K$6K
Clients per advisor1516–
Main custodian––Alpaca Securities LLC
Filing with the SEC since202620262021
Tools in their stack2––
People on Advicer.bio11–

From each firm's latest Form ADV (Apr 2026, Feb 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.

ToolEisrcChristiansen Asset Management LLCStreetbeat LLC
Custodial Platform
AltruistUses it––
Interactive BrokersUses it––

Custodians on Form ADV: Eisrc: none listed · Christiansen Asset Management LLC: none listed · Streetbeat LLC: Alpaca Securities LLC