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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 Haven Financial Advisors (swap one in):+ Scofield & Company, LLC $113.6M · Fairlawn, OH+ Expand Financial Group, LLC $113.5M+ Comprehensive Financial Planning Inc $102.6M+ Brazos Capital $102.5M · Austin, TX
Austin, TX
Missouri City, TX
Assets under management$108M$113.6M$102.5M
Asset growth, last 2 years–−14%–
Advisory staff111
Individual clients481887
Assets per client$2.3M$6.3M$1.2M
Clients per advisor481887
Main custodian–Fidelity–
Filing with the SEC since202620232026
Tools in their stack1–3
People on Advicer.bio111

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

ToolHaven Financial AdvisorsBroadwealth LLCBenzer Capital
Website Builders
Squarespace––Uses it
WixUses it––
401(k) Implementation
Vestwell––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Haven Financial Advisors: none listed · Broadwealth LLC: Fidelity · Benzer Capital: none listed