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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 Hammer Advisory Services, Inc. (swap one in):+ Stagner Financial Advisory $59.7M · Edmond, OK+ Atlantic Coast Financial $59.6M · Kennebunk, ME+ Fogel Investment Advisory Group, Inc. $53.9M+ Wealthbuilders, LLC $53.9M · Carlsbad, CA
Woodbury, MN
New Brighton, MN
Bedford Hills, NY
Assets under management$56.8M$60M$53.9M
Asset growth, last 2 years––+37%
Advisory staff111
Individual clients748813
Assets per client$767K$682K$4.1M
Clients per advisor748813
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack–2–
People on Advicer.bio111

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

ToolHammer Advisory Services, Inc.Boreal Advisors LLCMagnifina, LLC
Portfolio Management
Orion–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Hammer Advisory Services, Inc.: none listed · Boreal Advisors LLC: none listed · Magnifina, LLC: Schwab, Interactive Brokers