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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 Hyline Wealth (swap one in):+ Grace Capital Management, LLC $108.7M · Austin, TX+ Quigley Financial LLC $108.6M+ Bullock Capital Alliance, Inc. $98.1M · Colorado Springs, CO+ Lucid Wealth Planning LLC $98.1M · Wake Forest, NC
Sioux Falls, SD
Assets under management$103.4M$108.7M$108.7M
Asset growth, last 2 years––+194%
Advisory staff113
Individual clients19455296
Assets per client$533K$2M$367K
Clients per advisor1945599
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack2––
People on Advicer.bio113

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

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.

ToolHyline WealthSm Scherr Financial LLCSafe Harbor Retirement Planners
Custodial Platform
Charles SchwabUses it––
Portfolio Management
BlueleafUses it––