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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 Defender Capital (swap one in):+ Hinds Financial Group Inc $536.9M · Lakewood, CO+ Litvak Wealth, LLC $536.1M · Norwalk, CT+ Physicians Financial Services, Inc. $482.3M · Raleigh, NC+ Townsend Asset Management Corp. $479.6M · Raleigh, NC
Charlotte, NC
Algonquin, IL
Atlanta, GA
Assets under management$510M$536.1M$536.2M
Asset growth, last 2 years+31%+52%+40%
Advisory staff266
Individual clients186913210
Assets per client$2.7M$587K$2.6M
Clients per advisor9315235
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520172019
Tools in their stack––3
People on Advicer.bio364

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

ToolDefender CapitalHendricks Wealth and Estate ManagementNovapoint Capital LLC
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Defender Capital: Schwab · Hendricks Wealth and Estate Management: Schwab · Novapoint Capital LLC: Schwab