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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 Harmony Capital Advisors, LLC (swap one in):+ Provident Capital Group, L.p. $2.3M+ Claritas Advisors, LLC $2.3M+ 1up Financial Advisors LLC $2.1M+ Montlake Capital Management, LLC $2.1M
West Chester, PA
Boston, MA
Assets under management$2.2M$2.3M$2.3M
Asset growth, last 2 years––+284%
Advisory staff212
Individual clients323,924
Assets per client$733K$1.2M$588.9118246687054
Clients per advisor221,962
Main custodian––Apex Clearing
Filing with the SEC since202620262021
Tools in their stack1–2
People on Advicer.bio–1–

From each firm's latest Form ADV (Mar 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.

ToolHarmony Capital Advisors, LLCHibernia Strategies Inc.Stackwell
Website Builders
Squarespace––Uses it
WebflowUses it––
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Harmony Capital Advisors, LLC: none listed · Hibernia Strategies Inc.: none listed · Stackwell: Apex Clearing