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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 Bfi Infinity LTD. (swap one in):+ All Star Financial $881.7M · Minneapolis, MN+ Lyonross Capital Management, LLC $880.5M · White Plains, NY+ Mcrae Capital Management Inc. $795M · Morristown, NJ+ Bhk Investment Advisors $794.1M · Birmingham, AL
Zurich
Guaynabo, PR
Bloomington, IN
Assets under management$837.6M$880.6M$794.4M
Asset growth, last 2 years+74%+59%+42%
Advisory staff15610
Individual clients252423477
Assets per client$3.3M$2.1M$1.7M
Clients per advisor177148
Main custodianBank Vontobel AgSchwabSchwab
Filing with the SEC since2012 or earlier20172016
Tools in their stack2––
People on Advicer.bio–611

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

ToolBfi Infinity LTD.Freedom AdvisoryHurlow Wealth Management Group, Inc.
CRM
HubSpotUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Bfi Infinity LTD.: Bank Vontobel Ag, Banque Pictet & Cie Sa, Reichmuth & Co. Privatbankiers, Dreyfus Söhne & Cie Ag, Banquiers, Bank Julius Baer & Co. LTD, Kaiser Partner Privatbank Ag · Freedom Advisory: Schwab · Hurlow Wealth Management Group, Inc.: Schwab