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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 Hamilton Capital (swap one in):+ Tfo Wealth Partners $5.66B · Maumee, OH+ Venture Visionary Partners LLC $5.24B · Sylvania, OH+ Bragg Financial Advisors Inc $4.67B · Charlotte, NC+ Prosperity Capital Advisors $4.39B · Westlake, OH
Columbus, OH
Beachwood, OH
Lexington, KY
Assets under management$4.94B$5.57B$4.68B
Asset growth, last 2 years+17%+32%+62%
Advisory staff456730
Individual clients2,7444,9283,440
Assets per client$1.8M$1.1M$1.4M
Clients per advisor6174115
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack222
People on Advicer.bio607133

From each firm's latest Form ADV (Apr 2026, Oct 2026, Aug 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.

ToolHamilton CapitalStratos Wealth Advisors LLCMcf Advisors, LLC
CRM
Envestnet Tamarac––Uses it
Wealthbox–Uses it–
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Hamilton Capital: Schwab · Stratos Wealth Advisors LLC: Fidelity, Schwab · Mcf Advisors, LLC: Schwab, Empower