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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 H.p. Becker & Co (swap one in):+ Townsend Financial $50.3M+ Pensinger Financial, Inc. $50.3M+ Continuum Wealth Management, LLC $45.5M+ Best Financial Life $45.5M
Northbrook, IL
Chicago, IL
Assets under management$47.9M$50.5M$50.3M
Asset growth, last 2 years–––
Advisory staff116
Individual clients–62178
Assets per client–$814K$283K
Clients per advisor–6230
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–210
People on Advicer.bio118

From each firm's latest Form ADV (Jun 2012, Aug 2026, Sep 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

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.

ToolH.p. Becker & CoGenfi LLCDefining Wealth
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Charles Schwab–Uses it–
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
Slant (Slant CRM)––Uses it
Investment Data/Analytics
Morningstar–Uses it–
Schedule Apps
Calendly––Uses it