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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 Hyland Lake Partners (swap one in):+ Bullock Capital Alliance, Inc. $98.1M · Colorado Springs, CO+ Lucid Wealth Planning LLC $98.1M · Wake Forest, NC+ Chilmark Wealth Management LLC $88.7M+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN
Edina, MN
Vero Beach, FL
Assets under management$93.4M$98.1M$98.1M
Asset growth, last 2 years––−11%
Advisory staff211
Individual clients785850
Assets per client$1.2M$1.7M$2M
Clients per advisor395850
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack3––
People on Advicer.bio211

From each firm's latest Form ADV (May 2026, Jan 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

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.

ToolHyland Lake PartnersFamily Financial Services, LLCGallatin & Company, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Hyland Lake Partners: none listed · Family Financial Services, LLC: none listed · Gallatin & Company, LLC: Schwab