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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 Etf Portfolio Partners, Inc. (swap one in):+ Cross Island Advisors LLC $453M · Darien, CT+ Imz Advisory Inc. $452.7M · Boca Raton, FL+ Broadlake Financial Management $409.6M · South Burlington, VT+ Hilton Head Capital Partners, LLC $409.5M · Hilton Head Island, SC
Leawood, KS
State College, PA
Flagstaff, AZ
Assets under management$431.1M$453M$409.6M
Asset growth, last 2 years+59%+33%+39%
Advisory staff485
Individual clients429267347
Assets per client$1M$1.7M$1.2M
Clients per advisor1073369
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–36
People on Advicer.bio488

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

ToolEtf Portfolio Partners, Inc.Mcclarren Financial AdvisorsHeffernan Advisory, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Etf Portfolio Partners, Inc.: Fidelity · Mcclarren Financial Advisors: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Heffernan Advisory, Inc.: Schwab