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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):+ Anderson Hoagland & Co $1.43B · St Louis, MO+ Wingate Wealth Advisors, Inc. $1.42B · Lexington, MA+ Bourgeon Capital Management LLC $1.28B · Darien, CT+ Capital Advantage, Inc. $1.28B · Walnut Creek, CA
St. Louis, MO
Saint Louis, MO
Charlotte, NC
Assets under management$1.35B$1.45B$1.41B
Asset growth, last 2 years+39%+49%+967%
Advisory staff8439
Individual clients3802652,290
Assets per client$3.5M$5.5M$617K
Clients per advisor486659
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172021
Tools in their stack––1
People on Advicer.bio7439

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

ToolHill Investment GroupAlpine Private WealthBlueprint Financial Advisors
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Hill Investment Group: Schwab, Fidelity · Alpine Private Wealth: Schwab · Blueprint Financial Advisors: Schwab