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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 Haddon Wealth Management, LLC (swap one in):+ Belloadvisers, LLC $95M+ Wealth 360, LLC $95M · Buford, GA+ Shrier Associates, LLC $85.9M+ Impactadvisor LLC $85.8M · Sf, CA
Haddonfield, NJ
Ponte Vedra Beach, FL
Binyamina
Assets under management$90.4M$94.9M$94.9M
Asset growth, last 2 years––+181%
Advisory staff112
Individual clients71129175
Assets per client$1.3M$736K$543K
Clients per advisor7112988
Main custodian––Meitav Dash Trade LTD
Filing with the SEC since202620262019
Tools in their stack61–
People on Advicer.bio111

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

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.

ToolHaddon Wealth Management, LLCArthurs Wealth ManagementWise Money Israel
Financial Planning
NaviPlan (Advicent)Uses it––
RightCapital (Right Capital)Uses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
BlueleafUses it––
Retirement Planning
Income LabUses it––
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Haddon Wealth Management, LLC: none listed · Arthurs Wealth Management: none listed · Wise Money Israel: Meitav Dash Trade LTD