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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 Wealth (swap one in):+ Hivest Financial LLC $7.7M+ Clearwater Wealth Management $7.7M+ Llg Wealth Management $7M · Diamond Bar, CA+ One Under Wealth Management, LLC $6.9M
Assets under management$7.3M$7.7M$7.7M
Asset growth, last 2 years–−1%–
Advisory staff111
Individual clients371954
Assets per client$198K$406K$143K
Clients per advisor371954
Main custodian–Interactive Brokers–
Filing with the SEC since202620182025
Tools in their stack–12
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Mar 2025). 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 WealthBlue Ocean Investment PartnersEz Financial Group Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Harmony Wealth: none listed · Blue Ocean Investment Partners: Interactive Brokers · Ez Financial Group Inc.: none listed