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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 Harborfront Financial Group (swap one in):+ Dale Q. Rice Investment Management $156.6M+ Maimon Wealth Management LTD. $156.5M · Ra'anana+ Integrated Financial Consulting, LLC $141.5M · Airmont, NY+ Wolverine Wealth Advisory Services Inc. $140.9M · Bloomfield Hills, MI
Ludington, MI
Kalamazoo, MI
Phoenix, AZ
Assets under management$149M$156.6M$156.5M
Asset growth, last 2 years–+22%+29%
Advisory staff422
Individual clients596137139
Assets per client$250K$1.1M$1.1M
Clients per advisor1496970
Main custodian–FidelitySchwab
Filing with the SEC since202420202012 or earlier
Tools in their stack12–
People on Advicer.bio422

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

ToolHarborfront Financial GroupBreakwater CapitalProfocus Incorporated
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Harborfront Financial Group: none listed · Breakwater Capital: Fidelity, Schwab, TIAA-Cref Investment Management LLC · Profocus Incorporated: Schwab