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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 Hahn Financial Group (swap one in):+ Aspen Private Advisors, LLC $199.9M · Sioux Falls, SD+ Hoffmann Hermanson $198.1M · Denver, CO+ Timmons Wealth Management $179.2M · Attleboro, MA+ Parvin Asset Management, LLC $179M · Sioux Falls, SD
Sioux Falls, SD
Hawthorn Woods, IL
Assets under management$188.7M$198.2M$198.3M
Asset growth, last 2 years+55%+40%+43%
Advisory staff924
Individual clients1,84667443
Assets per client$102K$3M$448K
Clients per advisor20534111
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since201420162021
Tools in their stack–––
People on Advicer.bio924

From each firm's latest Form ADV (Oct 2026, Jan 2026, May 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hahn Financial Group: Schwab · Safir Wealth Advisors, LLC: Fidelity · Pmg Wealth Management: LPL Financial