Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Hamrick Investment Counsel, LLC (swap one in):+ The Fauser Group, LLC $314.5M · Mercer Island, WA+ Magnate Advisory Services, LLC $314.1M · Louisville, KY+ Kaizen Financial Advisors, LLC $283.7M · Kirkland, WA+ Stolz & Associates, Ps $282.2M · Tacoma, WA
Seattle, WA
Bellevue, WA
Evansville, IN
Assets under management$299.2M$316.2M$284.2M
Asset growth, last 2 years+14%+143%+23%
Advisory staff212
Individual clients9968358
Assets per client$3M$4.7M$794K
Clients per advisor5068179
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack3––
People on Advicer.bio311

From each firm's latest Form ADV (Apr 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.

ToolHamrick Investment Counsel, LLCWealthcollabFreeman, Will & Niemeier, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Hamrick Investment Counsel, LLC: none listed · Wealthcollab: Schwab · Freeman, Will & Niemeier, Inc.: Schwab, Voya Financial Advisors, Inc.