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 Anderson Hoagland & Co (swap one in):+ Allen Capital Group, LLC $1.5B · Grand Island, NE+ Drive Wealth Advisers $1.5B · Lehi, UT+ Symphony Financial, LTD. Co. $1.35B · Houston, TX+ Hill Investment Group $1.35B · St. Louis, MO
St Louis, MO
Williamsport, PA
Scottsdale, AZ
Assets under management$1.43B$1.5B$1.35B
Asset growth, last 2 years+55%+284%+14%
Advisory staff74317
Individual clients1362,914831
Assets per client$10.5M$515K$1.6M
Clients per advisor196849
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–31
People on Advicer.bio7478

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

ToolAnderson Hoagland & CoKintra Wealth, LLCGalvin, Gaustad & Stein, LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)–Uses it–
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Anderson Hoagland & Co: Schwab, BNY, Bank of America, N.a., Umb Bank NA · Kintra Wealth, LLC: Fidelity · Galvin, Gaustad & Stein, LLC: Fidelity