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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 Hapanowicz Financial (swap one in):+ Thrive Capital Management, LLC $656.7M · Fort Washington, PA+ Pw Nova Financial Services LLC $654.3M · Newtown, PA+ Financial Gravity Family Office Services, LLC $590.5M · Lakeway, TX+ Master's Wealth Management Inc. $589.5M · Leola, PA
Pittsburgh, PA
Bryn Mawr, PA
Tulsa, OK
Assets under management$622.3M$655.6M$590.7M
Asset growth, last 2 years+25%+35%+41%
Advisory staff735
Individual clients640240317
Assets per client$972K$2.7M$1.9M
Clients per advisor918063
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio638

From each firm's latest Form ADV (Jun 2026, Apr 2026, Sep 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.

ToolHapanowicz FinancialMcgowan & Co LLPThe Legacy Financial Group, Inc.
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Hapanowicz Financial: LPL Financial · Mcgowan & Co LLP: Schwab · The Legacy Financial Group, Inc.: Schwab