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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 Hill Investment Group (swap one in):+ Wingate Wealth Advisors, Inc. $1.42B · Lexington, MA+ Blueprint Financial Advisors $1.41B · Charlotte, NC+ Bourgeon Capital Management LLC $1.28B · Darien, CT+ Capital Advantage, Inc. $1.28B · Walnut Creek, CA
St. Louis, MO
Saint Louis, MO
St Louis, MO
Assets under management$1.35B$1.45B$1.43B
Asset growth, last 2 years+39%+49%+55%
Advisory staff847
Individual clients380265136
Assets per client$3.5M$5.5M$10.5M
Clients per advisor486619
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172012 or earlier
Tools in their stack–––
People on Advicer.bio747

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hill Investment Group: Schwab, Fidelity · Alpine Private Wealth: Schwab · Anderson Hoagland & Co: Schwab, BNY, Bank of America, N.a., Umb Bank NA