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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 Pack Private Wealth, LLC (swap one in):+ Capstone Investment Group $342.7M · Olympia, WA+ Matune Basile Advisors $342.6M · Hermitage, PA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA+ Omega Wealth Management LLC $309.7M · Arlington, VA
Wayzata, MN
Minneapolis, MN
West Chester, PA
Assets under management$326.2M$344.5M$342.6M
Asset growth, last 2 years+90%+16%+39%
Advisory staff2185
Individual clients222590602
Assets per client$1.5M$584K$569K
Clients per advisor11133120
Main custodianSchwabPershingSchwab
Filing with the SEC since20202012 or earlier2019
Tools in their stack––2
People on Advicer.bio2126

From each firm's latest Form ADV (Mar 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.

ToolPack Private Wealth, LLCNepsis, Inc.Ballast Financial Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Pack Private Wealth, LLC: Schwab · Nepsis, Inc.: Pershing · Ballast Financial Advisors, LLC: Schwab