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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 Highstone Group (swap one in):+ Buckman Advisory Group LLC $277.3M · Little Silver, NJ+ Wilmington Capital Securities, LLC $277.1M · Garden City, NY+ Wealthmd Corporation $250.5M · Louisville, KY+ Investology Inc. $250M · Reston, VA
Richmond, VA
Roanoke, VA
Englewood, CO
Assets under management$263.9M$278.3M$250.6M
Asset growth, last 2 years+46%+37%+61%
Advisory staff3151
Individual clients17452287
Assets per client$1.5M$533K$2.9M
Clients per advisor583587
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–12
People on Advicer.bio3121

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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.

ToolHighstone GroupBeacon Wealth Consultants, Inc.Stone Creek Group, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Highstone Group: none listed · Beacon Wealth Consultants, Inc.: Schwab, Mtg, LLC · Stone Creek Group, LLC: Schwab