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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 Highpass Asset Management LLC (swap one in):+ 7two $230.4M · Denver, CO+ Sterling Investment Advisors,LLC $229.3M · Bolivar, MO+ Bluestone® Financial Advisors, LLC $207.3M · Bethesda, MD+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO
Denver, CO
Englewood, CO
Cornelius, NC
Assets under management$218.2M$231.3M$229.2M
Asset growth, last 2 years+36%–+27%
Advisory staff252
Individual clients956198
Assets per client$2.3M$3.8M$2.3M
Clients per advisor481249
Main custodianFidelityFidelityFidelity
Filing with the SEC since202020242012 or earlier
Tools in their stack13–
People on Advicer.bio252

From each firm's latest Form ADV (May 2026, Oct 2026, Feb 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 LLCPowell Wealth
Custodial Platform
Wealthscape (Fidelity)Uses itUses it–
SEI–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Highpass Asset Management LLC: Fidelity · Bxm Wealth LLC: Fidelity, SEI · Powell Wealth: Fidelity