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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 Transcendent Capital Group (swap one in):+ Keystone Financial Services $379.2M · Loveland, CO+ All Terrain Financial Advisors $379.2M · Coon Rapids, MN+ Ballast Financial Advisors, LLC $342.6M · West Chester, PA+ Athena Investment Management $342.1M
Edmond, OK
Tulsa, OK
Hermitage, PA
Assets under management$360.7M$379.9M$342.6M
Asset growth, last 2 years+50%+164%+65%
Advisory staff964
Individual clients506266245
Assets per client$713K$1.4M$1.4M
Clients per advisor564461
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since202120232018
Tools in their stack1–1
People on Advicer.bio973

From each firm's latest Form ADV (Feb 2026, Oct 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.

ToolTranscendent Capital GroupBurkholder Wealth ManagementMatune Basile Advisors
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––

Custodians on Form ADV: Transcendent Capital Group: Raymond James · Burkholder Wealth Management: Schwab · Matune Basile Advisors: Schwab