Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Ballast Financial Advisors, LLC $342.6M · West Chester, PA+ 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
Olympia, WA
Assets under management$326.2M$344.5M$342.7M
Asset growth, last 2 years+90%+16%+146%
Advisory staff2188
Individual clients222590808
Assets per client$1.5M$584K$424K
Clients per advisor11133101
Main custodianSchwabPershingSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack––3
People on Advicer.bio2127

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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.Capstone Investment Group
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pack Private Wealth, LLC: Schwab · Nepsis, Inc.: Pershing · Capstone Investment Group: Schwab