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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 Andrews Advisory Associates, LLC (swap one in):+ Hoertkorn Richard Charles $282.5M · Kentfield, CA+ Beatrice Advisors LP $282.3M · New York, NY+ Secured Retirement Advisors, LLC $255.1M · St Louis Park, MN+ Garrison Murphy Wealth Management, LLC $255.1M
Honolulu, HI
La Jolla, CA
Tacoma, WA
Assets under management$268.6M$282.3M$282.2M
Asset growth, last 2 years+35%+26%+41%
Advisory staff433
Individual clients245177193
Assets per client$1.1M$1.6M$1.5M
Clients per advisor615964
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192019
Tools in their stack122
People on Advicer.bio423

From each firm's latest Form ADV (Mar 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.

ToolAndrews Advisory Associates, LLCCarter Financial, LLCStolz & Associates, Ps
Website Builders
Webflow–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Andrews Advisory Associates, LLC: Schwab · Carter Financial, LLC: Schwab · Stolz & Associates, Ps: Schwab