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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 Beacon Hill Wealth Management LTD (swap one in):+ Peak Wealth Management LLC $156.1M · Nashua, NH+ Johnson Dunn Capital Advisors, Inc. $156.1M+ Gary L. Greenberg $141.1M · Eden Prairie, MN+ Hawthorn Capital Management, LLC $141.1M
Victoria, Bc
Denton, TX
Assets under management$148.6M$156M$156M
Asset growth, last 2 years––+52%
Advisory staff653
Individual clients180160112
Assets per client$825K$975K$1.4M
Clients per advisor303237
Main custodian–FidelityAssetMark
Filing with the SEC since202420242023
Tools in their stack11–
People on Advicer.bio553

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

ToolBeacon Hill Wealth Management LTDIndelible Wealth GroupDfs Advisory
Custodial Platform
NetX360 (Pershing)Uses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Beacon Hill Wealth Management LTD: none listed · Indelible Wealth Group: Fidelity, Schwab · Dfs Advisory: AssetMark