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 Highpass Asset Management LLC (swap one in):+ Sterling Investment Advisors,LLC $229.3M · Bolivar, MO+ Powell Wealth $229.2M · Cornelius, NC+ Bluestone® Financial Advisors, LLC $207.3M · Bethesda, MD+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO
Denver, CO
Englewood, CO
Denver, CO
Assets under management$218.2M$231.3M$230.4M
Asset growth, last 2 years+36%––
Advisory staff255
Individual clients956154
Assets per client$2.3M$3.8M$4.3M
Clients per advisor481211
Main custodianFidelityFidelitySchwab
Filing with the SEC since202020242023
Tools in their stack132
People on Advicer.bio255

From each firm's latest Form ADV (May 2026, Oct 2026, Jun 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.

ToolHighpass Asset Management LLCBxm Wealth LLC7two
Custodial Platform
Wealthscape (Fidelity)Uses itUses it–
SEI–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Highpass Asset Management LLC: Fidelity · Bxm Wealth LLC: Fidelity, SEI · 7two: Schwab