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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 Havenshare Financial, LLC (swap one in):+ Ridgecrest Wealth Partners, LLC $705.1M · San Rafael, CA+ Solidarity Wealth, LLC $704.2M · Lehi, UT+ Southern Capital Advisors, LLC $636.9M · Jackson, TN+ Timber Creek Capital Management, LLC $636.8M · Boston, MA
Carmel, IN
Montreal, Quebec
Assets under management$670.5M$705M$705.2M
Asset growth, last 2 years+3%+86%+17%
Advisory staff275
Individual clients7291462
Assets per client$95.8M$2.4M$1.5M
Clients per advisor44292
Main custodian–SchwabNational Bank Independent Network
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio28–

From each firm's latest Form ADV (Apr 2026, Oct 2026, Dec 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Havenshare Financial, LLC: none listed · Halter Ferguson Financial Inc: Schwab, Fidelity · Rempart Asset Management: National Bank Independent Network, Raymond James