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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 Hamrick Investment Counsel, LLC (swap one in):+ The Fauser Group, LLC $314.5M · Mercer Island, WA+ Bernard Wealth Management Corp. $314.2M · Royal Oak, MI+ Kaizen Financial Advisors, LLC $283.7M · Kirkland, WA+ Stolz & Associates, Ps $282.2M · Tacoma, WA
Seattle, WA
Bellevue, WA
Louisville, KY
Assets under management$299.2M$316.2M$314.1M
Asset growth, last 2 years+14%+143%+50%
Advisory staff217
Individual clients99681,572
Assets per client$3M$4.7M$200K
Clients per advisor5068225
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20212020
Tools in their stack3–2
People on Advicer.bio317

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, LLCWealthcollabMagnate Advisory Services, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Hamrick Investment Counsel, LLC: none listed · Wealthcollab: Schwab · Magnate Advisory Services, LLC: Fidelity, American Funds Distributors, Inc.