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.

Fiduciary Planners
Hannegan Wealth Management, LLC
Capital360financial

	Fiduciary Planners	Hannegan Wealth Management, LLC Edgewood, KY	Capital360financial Springfield, MO
Assets under management	$1.7M	$1.8M	$1.8M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	8	8	15
Assets per client	$213K	$224K	$119K
Clients per advisor	8	8	15
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2024
Tools in their stack	–	–	4
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Oct 2026, Mar 2026, Nov 2024). 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.