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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 Hamel Associates,Inc. (swap one in):+ Sanders Morris LLC $576.1M · Houston, TX+ Rezny Wealth Management, Inc. $576M · Fort Myers, FL+ Northstar Financial Companies, Inc. $519M · Conshohocken, PA+ Venator Management LLC $511.7M · Pittsburgh, PA
Allentown, PA
Leola, PA
Minneapolis, MN
Assets under management$548.3M$576M$576.8M
Asset growth, last 2 years+12%+47%+45%
Advisory staff534
Individual clients123129266
Assets per client$4.5M$4.5M$2.2M
Clients per advisor254367
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack112
People on Advicer.bio435

From each firm's latest Form ADV (Sep 2026, Mar 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.

ToolHamel Associates,Inc.G&H InvestmentsAllodium Investment Consultants, LLC
CRM
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Hamel Associates,Inc.: Schwab · G&H Investments: Schwab · Allodium Investment Consultants, LLC: Schwab