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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):+ 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+ Trunorth Financial Services, Inc. $309.5M · Chambersburg, PA
Wayzata, MN
Minneapolis, MN
Arlington, VA
Assets under management$326.2M$344.5M$309.7M
Asset growth, last 2 years+90%+16%+52%
Advisory staff2184
Individual clients222590121
Assets per client$1.5M$584K$2.6M
Clients per advisor1113330
Main custodianSchwabPershingSEI
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio2124

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Pack Private Wealth, LLC: Schwab · Nepsis, Inc.: Pershing · Omega Wealth Management LLC: SEI