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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):+ Tyner Capital Management Investment Counsel, Inc. $277.3M · Signal Mountain, TN+ Buckman Advisory Group LLC $277.3M · Little Silver, NJ+ Stone Creek Group, LLC $250.6M · Englewood, CO+ Investology Inc. $250M · Reston, VA
Richmond, VA
Roanoke, VA
Garden City, NY
Assets under management$263.9M$278.3M$277.1M
Asset growth, last 2 years+46%+37%+14%
Advisory staff3155
Individual clients174522171
Assets per client$1.5M$533K$1.6M
Clients per advisor583534
Main custodian–Schwab–
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–1–
People on Advicer.bio3126

From each firm's latest Form ADV (Mar 2026, Aug 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.Wilmington Capital Securities, LLC
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Highstone Group: none listed · Beacon Wealth Consultants, Inc.: Schwab, Mtg, LLC · Wilmington Capital Securities, LLC: none listed