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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 Bna Wealth (swap one in):+ Bkm Wealth Management $651.8M · Brookfield, WI+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Ias Wealth Management, Inc. $588.5M · The Woodlands, TX+ Hobbs Group Advisors LLC $584.4M · Columbia, SC
Rock Hill, SC
Lake Success, NY
Assets under management$619.8M$651.5M$588.7M
Asset growth, last 2 years+65%+38%+27%
Advisory staff574
Individual clients534405361
Assets per client$1.2M$1.6M$1.6M
Clients per advisor1075890
Main custodian––Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack42–
People on Advicer.bio614

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

ToolBna WealthWeber Asset Management, Inc.Hfr Wealth Management, LLC
Client File Sharing
BoxUses it––
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Tax Planning
Wealth.comUses it––

Custodians on Form ADV: Bna Wealth: none listed · Weber Asset Management, Inc.: none listed · Hfr Wealth Management, LLC: Schwab