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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+ Blueprint Financial Advisors $1.41B · Charlotte, NC+ Capital Advantage, Inc. $1.28B · Walnut Creek, CA+ Pettinga Financial Advisors, LLC $1.28B · Evansville, IN
St. Louis, MO
Saint Louis, MO
Darien, CT
Assets under management$1.35B$1.45B$1.28B
Asset growth, last 2 years+39%+49%+63%
Advisory staff843
Individual clients380265286
Assets per client$3.5M$5.5M$4.5M
Clients per advisor486695
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172012 or earlier
Tools in their stack––1
People on Advicer.bio743

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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 WealthBourgeon Capital Management LLC
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Hill Investment Group: Schwab, Fidelity · Alpine Private Wealth: Schwab · Bourgeon Capital Management LLC: Schwab