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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+ Mcf Advisors, LLC $4.68B · Lexington, KY+ Bragg Financial Advisors Inc $4.67B · Charlotte, NC
Columbus, OH
Beachwood, OH
Westlake, OH
Assets under management$4.94B$5.57B$4.39B
Asset growth, last 2 years+17%+32%+156%
Advisory staff456798
Individual clients2,7444,9287,469
Assets per client$1.8M$1.1M$587K
Clients per advisor617476
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack222
People on Advicer.bio6071102

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

1 tool 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 LLCProsperity Capital Advisors
CRM
HubSpot––Uses it
Wealthbox–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Hamilton Capital: Schwab · Stratos Wealth Advisors LLC: Fidelity, Schwab · Prosperity Capital Advisors: Schwab, Northern Trust, Fidelity