Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Highball Advisors (swap one in):+ Monarch Asset Management LLC $75.6M · Bradenton, FL+ Rewey Asset Management $75.6M+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL+ Retirement Lifestyles Advisory Group $68.3M · Redding, CA
Ridgefield, CT
Williamsville, NY
Assets under management$72M$75.6M$68.4M
Asset growth, last 2 years––+50%
Advisory staff112
Individual clients6266109
Assets per client$1.2M$1.1M$627K
Clients per advisor626655
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack2–1
People on Advicer.bio113

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

ToolHighball AdvisorsAchieve Retirement & Wealth Management, LLCShield Wealth Advisors
CRM
SS&C Black Diamond––Uses it
Digital Marketing
MailchimpUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Highball Advisors: none listed · Achieve Retirement & Wealth Management, LLC: none listed · Shield Wealth Advisors: Schwab